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
1226
$28.4M 0.01%
9,645,293
+2,857,597
1227
$28.3M 0.01%
1,668,954
-429,068
1228
$28.3M 0.01%
690,559
-60,411
1229
$28.2M 0.01%
361,681
+82,197
1230
$28.2M 0.01%
360,431
-162,141
1231
$28.2M 0.01%
647,205
-20
1232
$28.2M 0.01%
914,333
-3,650
1233
$28.1M 0.01%
785,874
+92,376
1234
$28.1M 0.01%
1,071,024
-198,411
1235
$28M 0.01%
870,182
+556,025
1236
$28M 0.01%
731,335
+86,815
1237
$27.9M 0.01%
930,664
+23,799
1238
$27.9M 0.01%
1,178,632
+65,328
1239
$27.8M 0.01%
289,854
-17,881
1240
$27.7M 0.01%
550,875
-15,076
1241
$27.7M 0.01%
1,232,243
+434,852
1242
$27.6M 0.01%
486,272
+198,180
1243
$27.6M 0.01%
650,040
-79,839
1244
$27.6M 0.01%
1,891,162
-17,067
1245
$27.6M 0.01%
688,620
+94,319
1246
$27.6M 0.01%
168,284
+72,322
1247
$27.6M 0.01%
1,035,676
+97,655
1248
$27.6M 0.01%
337,238
+147,653
1249
$27.5M 0.01%
834,507
-193,130
1250
$27.5M 0.01%
462,285
-6,902
48 49
50
51 52