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
1126
$32.1M 0.01%
518,934
+41,526
1127
$32M 0.01%
1,600,606
-45,467
1128
$32M 0.01%
200,662
-213,781
1129
$31.9M 0.01%
259,887
-80
1130
$31.9M 0.01%
2,662,055
+16,828
1131
$31.9M 0.01%
2,699,868
+812,334
1132
$31.9M 0.01%
1,740,862
+99,274
1133
$31.9M 0.01%
1,254,785
-100,180
1134
$31.8M 0.01%
471,479
-85,137
1135
$31.8M 0.01%
914,124
+54,707
1136
$31.8M 0.01%
525,183
-85,509
1137
$31.8M 0.01%
6,274,910
-65,554
1138
$31.7M 0.01%
1,196,251
+27,380
1139
$31.7M 0.01%
326,098
+46,743
1140
$31.7M 0.01%
2,424,107
+491,276
1141
$31.7M 0.01%
1,478,372
+239,164
1142
$31.7M 0.01%
718,727
+299,650
1143
$31.7M 0.01%
2,238,547
+70,883
1144
$31.6M 0.01%
1,271,602
+53,161
1145
$31.6M 0.01%
1,099,018
-96,729
1146
$31.6M 0.01%
4,170,815
+650,654
1147
$31.6M 0.01%
234,741
-52,423
1148
$31.5M 0.01%
535,796
+289,048
1149
$31.5M 0.01%
2,733,955
-332,518
1150
$31.5M 0.01%
585,476
-81,936
44 45
46
47 48