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
1026
$38M 0.01%
419,378
-54,948
1027
$38M 0.01%
1,172,857
-4,237
1028
$37.8M 0.01%
1,772,953
-1,535,205
1029
$37.7M 0.01%
901,997
+150,909
1030
$37.6M 0.01%
1,295,844
-431,848
1031
$37.5M 0.01%
388,250
+31,508
1032
$37.5M 0.01%
257,095
+132,879
1033
$37.5M 0.01%
1,115,164
+187,116
1034
$37.5M 0.01%
668,084
+95,601
1035
$37.5M 0.01%
802,730
-219,837
1036
$37.4M 0.01%
3,991,277
+653,961
1037
$37.4M 0.01%
2,944,651
+939,793
1038
$37.4M 0.01%
1,013,929
-287,190
1039
$37.4M 0.01%
1,631,753
-202,022
1040
$37.3M 0.01%
706,134
-23,778
1041
$37.3M 0.01%
1,505,150
-119,845
1042
$37.3M 0.01%
501,405
+18,219
1043
$37.1M 0.01%
784,950
+149,459
1044
$37.1M 0.01%
24,843
-211
1045
$37M 0.01%
1,637,189
+1,575,027
1046
$36.9M 0.01%
788,800
+77,345
1047
$36.8M 0.01%
1,043,393
+22,721
1048
$36.6M 0.01%
570,874
+40,769
1049
$36.6M 0.01%
2,003,880
+148,320
1050
$36.5M 0.01%
2,358,626
+1,667,251
40 41
42
43 44