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
1376
$23M 0.01%
1,318,941
-36,398
1377
$23M 0.01%
416,665
+268,890
1378
$23M 0.01%
+456,483
1379
$23M 0.01%
227,433
-17,708
1380
$23M 0.01%
1,112,726
-9,601
1381
$22.9M 0.01%
473,189
+122,244
1382
$22.9M 0.01%
2,696,905
+207,090
1383
$22.9M 0.01%
654,132
+44,491
1384
$22.9M 0.01%
629,715
+129,053
1385
$22.8M 0.01%
2,880,556
-163,873
1386
$22.8M 0.01%
398,847
-41,612
1387
$22.7M 0.01%
275,015
+11,984
1388
$22.7M 0.01%
440,333
-204,917
1389
$22.6M 0.01%
546,925
-185,061
1390
$22.6M 0.01%
809,096
-284,770
1391
$22.6M 0.01%
6,633,728
-2,391,920
1392
$22.6M 0.01%
3,528,360
-315,789
1393
$22.6M 0.01%
835,710
+69,708
1394
$22.5M 0.01%
551,922
-693,402
1395
$22.5M 0.01%
704,144
+86,744
1396
$22.4M 0.01%
197,180
+28,191
1397
$22.4M 0.01%
224,233
-197
1398
$22.3M 0.01%
999,318
+205,671
1399
$22.3M 0.01%
2,423,840
-442,645
1400
$22.3M 0.01%
262,192
-23,797
54 55
56
57 58