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
601
$88.3M 0.02%
2,948,523
+110,322
602
$88.2M 0.02%
569,098
+38,593
603
$87.4M 0.02%
1,455,165
+100,555
604
$87.3M 0.02%
6,984,087
+270,741
605
$87M 0.02%
1,429,264
-113,710
606
$87M 0.02%
4,421,977
+89,401
607
$87M 0.02%
962,394
+146,363
608
$86.7M 0.02%
5,140,651
-359,544
609
$86.5M 0.02%
997,960
+24,383
610
$86.5M 0.02%
4,140,358
-89,025
611
$86.4M 0.02%
2,217,481
+128,320
612
$86.4M 0.02%
1,145,620
-184,679
613
$86.3M 0.02%
1,104,626
+12,622
614
$86.1M 0.02%
699,892
+608,627
615
$86M 0.02%
14,057,824
+2,603,132
616
$85.9M 0.02%
2,846,042
+1,703,318
617
$85.8M 0.02%
724,141
-89,034
618
$85.8M 0.02%
1,631,038
-52,373
619
$84.8M 0.02%
1,255,364
-103,183
620
$84.5M 0.02%
1,301,619
+23,507
621
$84.3M 0.02%
583,950
+154,864
622
$84.2M 0.02%
1,480,476
+449,409
623
$84M 0.02%
1,966,894
-847,849
624
$83.2M 0.02%
9,325,157
-9,406,286
625
$83M 0.02%
2,341,508
-330,998
23 24
25
26 27