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
676
$73.2M 0.02%
4,600,019
+1,625,145
677
$73M 0.02%
1,669,273
+82,114
678
$72.8M 0.02%
3,419,552
-158,118
679
$72.7M 0.02%
316,866
+112,531
680
$72.6M 0.02%
1,596,908
+220,863
681
$72.5M 0.02%
665,574
+44,644
682
$72.2M 0.02%
3,759,945
+370,642
683
$71.9M 0.02%
518,519
+206,879
684
$71.7M 0.02%
4,506,067
-228,975
685
$71.7M 0.02%
1,337,780
+101,916
686
$71.7M 0.02%
1,599,885
+330,054
687
$71.3M 0.02%
1,377,681
+984,957
688
$71.2M 0.02%
1,262,260
+25,558
689
$71M 0.02%
2,122,129
-126,355
690
$71M 0.02%
2,516,335
+389,548
691
$70.9M 0.02%
764,980
+54,776
692
$70.8M 0.02%
3,009,714
-717,407
693
$70.5M 0.02%
4,041,178
+2,453,883
694
$70.5M 0.02%
1,992,145
-354,373
695
$70.4M 0.02%
1,211,839
-3,385
696
$70.2M 0.02%
1,510,223
+201,587
697
$70M 0.02%
983,394
+166,016
698
$69.8M 0.02%
1,561,494
+1,509,221
699
$69.7M 0.02%
1,842,801
-6,323,338
700
$69.5M 0.02%
890,317
-91,030
26 27
28
29 30