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
1051
$36.4M 0.01%
1,459,444
+669,550
1052
$36.4M 0.01%
844,864
+22,233
1053
$36.4M 0.01%
1,756,007
-555,275
1054
$36.3M 0.01%
216,198
+39,459
1055
$36.3M 0.01%
126,446
+37,263
1056
$36.2M 0.01%
1,013,212
+480,454
1057
$36.2M 0.01%
282,552
-658
1058
$36.1M 0.01%
1,595,641
+59,964
1059
$36.1M 0.01%
1,408,891
+139,836
1060
$36M 0.01%
1,697,205
+569,935
1061
$36M 0.01%
495,108
-134,909
1062
$36M 0.01%
803,386
+90,628
1063
$35.8M 0.01%
749,291
+544,350
1064
$35.8M 0.01%
347,240
-6,258
1065
$35.8M 0.01%
669,441
+51,366
1066
$35.8M 0.01%
201,213
+95,938
1067
$35.7M 0.01%
977,906
-693,123
1068
$35.7M 0.01%
186,059
+62,716
1069
$35.7M 0.01%
68,503
+23,374
1070
$35.6M 0.01%
1,719,602
+1,627,120
1071
$35.5M 0.01%
718,504
+15,592
1072
$35.5M 0.01%
2,785,217
-327,699
1073
$35.2M 0.01%
343,571
+98,895
1074
$35.2M 0.01%
501,384
-126,089
1075
$35.2M 0.01%
1,266,930
+504,866
41 42
43
44 45