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
1251
$27.4M 0.01%
1,086,030
+747,632
1252
$27.4M 0.01%
183,439
+46,346
1253
$27.4M 0.01%
207,018
+4,867
1254
$27.3M 0.01%
506,404
+156,234
1255
$27.3M 0.01%
1,177,559
+726,750
1256
$27.3M 0.01%
1,415,962
+308,064
1257
$27.3M 0.01%
676,463
-310,209
1258
$27.3M 0.01%
2,120,323
+377,570
1259
$27.2M 0.01%
796,299
+101,410
1260
$27.1M 0.01%
1,868,181
+1,703,578
1261
$27.1M 0.01%
1,226,334
+1,132,304
1262
$27.1M 0.01%
293,540
-151,632
1263
$27.1M 0.01%
1,031,283
-162,569
1264
$27M 0.01%
1,534,473
-538,357
1265
$27M 0.01%
340,637
-138,287
1266
$27M 0.01%
1,211,847
+294,093
1267
$26.9M 0.01%
2,244,957
+453,792
1268
$26.9M 0.01%
1,390,029
+71,051
1269
$26.8M 0.01%
548,364
+364,172
1270
$26.8M 0.01%
316,142
-48,230
1271
$26.7M 0.01%
729,381
-14,562
1272
$26.7M 0.01%
3,015,706
-331,791
1273
$26.6M 0.01%
1,023,424
+248,338
1274
$26.6M 0.01%
367,883
+226,341
1275
$26.6M 0.01%
296,487
+106,209
49 50
51
52 53