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
6001
$10K ﹤0.01%
362
6002
$10K ﹤0.01%
2,648
-2,373
6003
$10K ﹤0.01%
566
6004
$10K ﹤0.01%
1,026
+960
6005
$10K ﹤0.01%
3,053
6006
$10K ﹤0.01%
1,051
-224
6007
$10K ﹤0.01%
500
6008
$10K ﹤0.01%
792
-519
6009
$10K ﹤0.01%
1,040
6010
$10K ﹤0.01%
173
6011
$10K ﹤0.01%
488
-23,401
6012
$10K ﹤0.01%
289
6013
$10K ﹤0.01%
35
+29
6014
$10K ﹤0.01%
1,038
-322
6015
$10K ﹤0.01%
956
-157,143
6016
$10K ﹤0.01%
945
-25,257
6017
$10K ﹤0.01%
179
+113
6018
$10K ﹤0.01%
1,012
+336
6019
$10K ﹤0.01%
+1,066
6020
$10K ﹤0.01%
2,150
-141
6021
$10K ﹤0.01%
610
-7,615
6022
$10K ﹤0.01%
498
6023
$10K ﹤0.01%
+1,066
6024
$10K ﹤0.01%
675
6025
$10K ﹤0.01%
2,340
+2,321
239 240
241
242 243