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
851
$50.4M 0.01%
214,451
+71,495
852
$50.4M 0.01%
2,165,238
-438,785
853
$50.4M 0.01%
463,195
+187,615
854
$50.3M 0.01%
1,217,862
+260,738
855
$50.2M 0.01%
3,763,249
+1,894,872
856
$50.2M 0.01%
760,028
+3,697
857
$50M 0.01%
428,387
+423
858
$49.6M 0.01%
3,697,999
+1,240,233
859
$49.5M 0.01%
601,645
+46,449
860
$49.5M 0.01%
1,886,499
+338,961
861
$49.5M 0.01%
8,564,298
+1,364,992
862
$49.4M 0.01%
9,106,592
-51,546
863
$49.3M 0.01%
342,804
+170,253
864
$49.3M 0.01%
1,537,538
-59,912
865
$49.2M 0.01%
369,987
-19,942
866
$49.2M 0.01%
290,869
+261,583
867
$49.2M 0.01%
1,013,317
+220,175
868
$49.1M 0.01%
2,892,272
-4,404,958
869
$49M 0.01%
771,581
-10,228
870
$49M 0.01%
834,558
-1,194,724
871
$48.5M 0.01%
1,803,263
+168,091
872
$48.5M 0.01%
3,159,060
-143,350
873
$48.5M 0.01%
1,647,061
-74,415
874
$48.5M 0.01%
1,274,790
-627,691
875
$48.4M 0.01%
401,892
+105,742
33 34
35
36 37