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
1151
$31.4M 0.01%
473,646
-125,505
1152
$31.4M 0.01%
858,510
+283,583
1153
$31.3M 0.01%
698,963
-220,069
1154
$31.3M 0.01%
2,011,099
+1,171,060
1155
$31.3M 0.01%
1,081,368
-7,469
1156
$31.2M 0.01%
206,033
+15,553
1157
$31.2M 0.01%
2,073,932
-30,674
1158
$31.2M 0.01%
2,624,906
+279,709
1159
$31.2M 0.01%
466,227
+290,182
1160
$31.1M 0.01%
3,055,257
+10,304
1161
$31M 0.01%
471,163
+137,026
1162
$30.9M 0.01%
74,101
+56,136
1163
$30.9M 0.01%
353,638
+284,166
1164
$30.9M 0.01%
870,086
+326,760
1165
$30.8M 0.01%
2,123,953
-219,211
1166
$30.8M 0.01%
1,156,392
+11,242
1167
$30.8M 0.01%
643,095
-158,448
1168
$30.7M 0.01%
57,639
+2,684
1169
$30.7M 0.01%
770,299
-74,884
1170
$30.7M 0.01%
1,253,199
+47,226
1171
$30.6M 0.01%
1,196,169
+9,161
1172
$30.5M 0.01%
564,563
+176,108
1173
$30.5M 0.01%
593,519
+248,794
1174
$30.5M 0.01%
1,037,787
-369,966
1175
$30.5M 0.01%
1,371,425
+471,427
45 46
47
48 49