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
976
$41M 0.01%
1,037,284
+174,861
977
$41M 0.01%
726,307
-21,933
978
$41M 0.01%
1,656,651
+124,900
979
$40.9M 0.01%
3,510,338
-13,885,233
980
$40.9M 0.01%
483,121
+45,557
981
$40.8M 0.01%
444,550
+71,897
982
$40.7M 0.01%
2,105,122
-1,578,267
983
$40.6M 0.01%
550,559
+192,423
984
$40.5M 0.01%
9,206,789
+5,117,961
985
$40.5M 0.01%
1,962,981
+1,932,825
986
$40.5M 0.01%
5,623,217
+209,397
987
$40.4M 0.01%
322,622
-59,901
988
$40.3M 0.01%
723,223
+240,186
989
$40.2M 0.01%
3,855,446
-31,191
990
$40M 0.01%
563,917
+11,010
991
$40M 0.01%
2,039,601
-344,785
992
$39.9M 0.01%
574,409
+155,043
993
$39.8M 0.01%
590,103
994
$39.7M 0.01%
1,105,488
-118,019
995
$39.7M 0.01%
929,424
+79,989
996
$39.5M 0.01%
977,014
+45,156
997
$39.5M 0.01%
1,000,677
+454,744
998
$39.5M 0.01%
1,555,797
-134,769
999
$39.5M 0.01%
1,805,557
-145,577
1000
$39.4M 0.01%
2,357,886
+1,416,578
38 39
40
41 42