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
1076
$35.1M 0.01%
2,205,180
-108,076
1077
$35.1M 0.01%
212,714
-15,409
1078
$35M 0.01%
2,697,878
-439,467
1079
$35M 0.01%
884,132
+131,616
1080
$35M 0.01%
102,982
-1,178
1081
$34.9M 0.01%
581,252
-18,353
1082
$34.8M 0.01%
910,237
+5,585
1083
$34.7M 0.01%
726,580
+587,408
1084
$34.7M 0.01%
3,654,100
+599,491
1085
$34.7M 0.01%
618,837
+7,107
1086
$34.7M 0.01%
1,508,551
+386,103
1087
$34.6M 0.01%
909,982
+342,789
1088
$34.4M 0.01%
1,622,872
-342,527
1089
$34.3M 0.01%
289,300
+41,891
1090
$34.2M 0.01%
154,614
+42,302
1091
$34.1M 0.01%
1,724,655
+777,808
1092
$34.1M 0.01%
1,315,911
-201,949
1093
$34.1M 0.01%
1,029,612
-35,790
1094
$34.1M 0.01%
429,446
+30,708
1095
$34.1M 0.01%
348,296
-186,968
1096
$34M 0.01%
114,390
-70,216
1097
$34M 0.01%
275,614
-7,014
1098
$33.9M 0.01%
2,164,581
-501,064
1099
$33.9M 0.01%
412,476
+97,205
1100
$33.7M 0.01%
806,440
-73,030
42 43
44
45 46