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
1001
$39.4M 0.01%
719,931
-554
1002
$39.3M 0.01%
2,079,871
-1,033,630
1003
$39.3M 0.01%
2,510,977
+160,066
1004
$39.3M 0.01%
438,231
+28,318
1005
$39.2M 0.01%
1,336,926
+148,053
1006
$39.1M 0.01%
1,443,999
-191,464
1007
$39.1M 0.01%
195,776
+85,169
1008
$39M 0.01%
35,999
-16,508
1009
$39M 0.01%
1,666,278
+82,385
1010
$38.9M 0.01%
3,060,972
+71,301
1011
$38.9M 0.01%
1,153,464
+3,142
1012
$38.9M 0.01%
671,093
+312,042
1013
$38.8M 0.01%
653,839
+76,036
1014
$38.7M 0.01%
287,326
+206,524
1015
$38.7M 0.01%
486,372
+11,518
1016
$38.7M 0.01%
6,648,598
+5,619,259
1017
$38.7M 0.01%
694,725
-80,014
1018
$38.5M 0.01%
1,807,378
+281,328
1019
$38.4M 0.01%
232,273
-234,638
1020
$38.4M 0.01%
183,134
+40,159
1021
$38.2M 0.01%
202,610
+19,009
1022
$38.2M 0.01%
1,574,913
-214,327
1023
$38.1M 0.01%
334,027
-74,763
1024
$38.1M 0.01%
80,648
+69,587
1025
$38.1M 0.01%
2,103,715
+691,400
39 40
41
42 43