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
1351
$23.9M 0.01%
150,936
-1,681
1352
$23.8M 0.01%
2,350,131
+1,196,659
1353
$23.8M 0.01%
1,045,078
+195,346
1354
$23.7M 0.01%
193,776
-128,757
1355
$23.7M 0.01%
510,086
-88,018
1356
$23.7M 0.01%
36,156
+18,376
1357
$23.6M 0.01%
5,281,209
+2,590,226
1358
$23.6M 0.01%
842,116
+613,768
1359
$23.6M 0.01%
1,209,079
+636,161
1360
$23.5M 0.01%
906,660
+732,168
1361
$23.5M 0.01%
88,382
+3,862
1362
$23.5M 0.01%
1,339,545
+1,319,704
1363
$23.5M 0.01%
563,475
+203,399
1364
$23.5M 0.01%
321,917
-38,119
1365
$23.4M 0.01%
185,253
-7,096
1366
$23.3M 0.01%
886,414
-1,009,894
1367
$23.3M 0.01%
373,168
+79,811
1368
$23.3M 0.01%
823,582
+538,008
1369
$23.3M 0.01%
971,632
+73,863
1370
$23.3M 0.01%
780,359
-233,694
1371
$23.2M 0.01%
1,237,388
+176,154
1372
$23.2M 0.01%
218,949
+40,255
1373
$23.1M 0.01%
690,051
+66,242
1374
$23.1M 0.01%
187,276
-43,358
1375
$23M 0.01%
1,943,329
+1,575,584
53 54
55
56 57