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
1301
$25.4M 0.01%
2,272,131
-46,008
1302
$25.4M 0.01%
587,429
+316,188
1303
$25.3M 0.01%
503,850
-306,246
1304
$25.3M 0.01%
546,375
+4,681
1305
$25.3M 0.01%
2,237,622
+867,861
1306
$25.3M 0.01%
260,320
-94,518
1307
$25.2M 0.01%
580,935
+26,950
1308
$25.2M 0.01%
1,861,959
-21,947
1309
$25.2M 0.01%
164,365
-18,970
1310
$25M 0.01%
189,112
+6,371
1311
$25M 0.01%
344,467
+121,967
1312
$25M 0.01%
350,154
-2,610
1313
$24.9M 0.01%
114,514
-966,844
1314
$24.9M 0.01%
1,010,643
+73,606
1315
$24.9M 0.01%
903,814
+351,713
1316
$24.9M 0.01%
4,104,550
+2,280,101
1317
$24.9M 0.01%
638,350
+241,035
1318
$24.9M 0.01%
977,872
+69,019
1319
$24.9M 0.01%
360,256
-10,883
1320
$24.8M 0.01%
236,123
+99,892
1321
$24.8M 0.01%
723,561
-73,342
1322
$24.8M 0.01%
783,183
+78,379
1323
$24.7M 0.01%
1,802,202
+30,593
1324
$24.7M 0.01%
520,820
+84,759
1325
$24.7M 0.01%
1,552,306
-111,788
51 52
53
54 55