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
801
$55.1M 0.01%
4,509,757
-78,523
802
$55.1M 0.01%
407,657
-16,804
803
$55M 0.01%
970,549
+438,949
804
$54.9M 0.01%
4,505,358
-5,849,546
805
$54.9M 0.01%
375,531
-20,324
806
$54.9M 0.01%
1,068,671
+309,814
807
$54.7M 0.01%
635,265
+1,948
808
$54.4M 0.01%
3,470,726
-432,253
809
$54.2M 0.01%
897,914
+103,218
810
$54.1M 0.01%
2,558,685
-151,378
811
$54.1M 0.01%
16,747,881
+670,482
812
$53.5M 0.01%
1,134,978
+281,294
813
$53.4M 0.01%
871,315
+23,585
814
$53.3M 0.01%
571,031
-1,021
815
$53.3M 0.01%
543,429
+71,034
816
$53.2M 0.01%
2,137,878
-307,863
817
$53.2M 0.01%
1,100,499
-98,941
818
$53.1M 0.01%
2,125,826
+300,508
819
$53.1M 0.01%
949,043
-53,755
820
$52.9M 0.01%
388,797
+61,661
821
$52.6M 0.01%
489,322
+306,702
822
$52.5M 0.01%
1,446,725
-367,584
823
$52.4M 0.01%
870,327
+20,566
824
$52.4M 0.01%
1,671,405
-174,863
825
$52.3M 0.01%
1,967,970
-207,075
31 32
33
34 35