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
1326
$24.7M 0.01%
374,438
-813
1327
$24.6M 0.01%
1,312,506
+371,093
1328
$24.6M 0.01%
952,904
+4,117
1329
$24.5M 0.01%
330,515
-32,095
1330
$24.5M 0.01%
426,554
-2,714
1331
$24.5M 0.01%
263,058
-32,003
1332
$24.5M 0.01%
1,913,217
+2,204
1333
$24.4M 0.01%
187,160
+124,175
1334
$24.4M 0.01%
875,893
-88,609
1335
$24.3M 0.01%
4,315,572
-397,840
1336
$24.3M 0.01%
75,578
+43,549
1337
$24.3M 0.01%
642,772
-1,260,957
1338
$24.3M 0.01%
1,417,198
+23,123
1339
$24.3M 0.01%
295,700
+164,127
1340
$24.2M 0.01%
2,049,459
+131,046
1341
$24.2M 0.01%
436,545
-238,996
1342
$24.1M 0.01%
499,728
-203,347
1343
$24.1M 0.01%
3,507,036
-3,498,317
1344
$24.1M 0.01%
947,475
+172,880
1345
$24.1M 0.01%
276,143
-197,851
1346
$24.1M 0.01%
709,170
+137,575
1347
$23.9M 0.01%
1,010,972
+22,299
1348
$23.9M 0.01%
189,711
-190,172
1349
$23.9M 0.01%
787,226
+149,435
1350
$23.9M 0.01%
993,047
+9,644
52 53
54
55 56