Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,012
New
Increased
Reduced
Closed

Top Buys

1
+$1.82B
2
+$827M
3
+$721M
4
GLD icon
SPDR Gold Trust
GLD
+$686M
5
KO icon
Coca-Cola
KO
+$459M

Top Sells

1
+$1.57B
2
+$708M
3
+$692M
4
WP
Worldpay, Inc.
WP
+$563M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$556M

Sector Composition

1 Technology 13.6%
2 Healthcare 9.44%
3 Financials 9.01%
4 Communication Services 7.68%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5926
$14K ﹤0.01%
456
+71
5927
$14K ﹤0.01%
986
-7,183
5928
$14K ﹤0.01%
3,472
-7,350
5929
$14K ﹤0.01%
+2,398
5930
$14K ﹤0.01%
1,642
5931
$13K ﹤0.01%
2,532
+2,182
5932
$13K ﹤0.01%
4,030
-13,293
5933
$13K ﹤0.01%
886
+166
5934
$13K ﹤0.01%
1,543
+1,393
5935
$13K ﹤0.01%
3,416
+3,346
5936
$13K ﹤0.01%
3
-4
5937
$13K ﹤0.01%
682
5938
$13K ﹤0.01%
+435
5939
$13K ﹤0.01%
700
5940
$13K ﹤0.01%
+500
5941
$13K ﹤0.01%
572
-1,145
5942
$13K ﹤0.01%
2,698
+2,683
5943
$13K ﹤0.01%
44
-4,939
5944
$13K ﹤0.01%
419
-2
5945
$13K ﹤0.01%
1,147
-568
5946
$13K ﹤0.01%
124
-2,256
5947
$13K ﹤0.01%
2,380
5948
$13K ﹤0.01%
3,300
+2,900
5949
$13K ﹤0.01%
+500
5950
$13K ﹤0.01%
61,229
-367
236 237
238
239 240