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
1201
$29.4M 0.01%
1,326,969
-13,542
1202
$29.3M 0.01%
285,139
+50,901
1203
$29.1M 0.01%
369,425
+359,726
1204
$29.1M 0.01%
3,147,010
-90,368
1205
$29.1M 0.01%
150,663
-73,604
1206
$29.1M 0.01%
642,399
+494,389
1207
$29M 0.01%
322,990
-75,747
1208
$29M 0.01%
821,651
-1,069
1209
$29M 0.01%
392,882
-24,504
1210
$28.9M 0.01%
1,124,926
+106,488
1211
$28.8M 0.01%
3,465,891
+133,172
1212
$28.8M 0.01%
906,717
-58,729
1213
$28.8M 0.01%
2,542,869
+20,888
1214
$28.8M 0.01%
738,298
+21,446
1215
$28.7M 0.01%
2,487,135
+183,656
1216
$28.6M 0.01%
351,312
+13,240
1217
$28.6M 0.01%
908,753
-71,984
1218
$28.6M 0.01%
2,659,344
+61,336
1219
$28.5M 0.01%
740,761
+60,775
1220
$28.5M 0.01%
1,297,103
-207,586
1221
$28.4M 0.01%
572,138
-117,646
1222
$28.4M 0.01%
572,155
+9,191
1223
$28.4M 0.01%
812,498
+754,270
1224
$28.4M 0.01%
418,071
+166,307
1225
$28.4M 0.01%
219,831
+123,828
47 48
49
50 51