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
1426
$21.4M 0.01%
755,783
-19,685
1427
$21.4M 0.01%
432,088
-32,737
1428
$21.3M 0.01%
103,448
-4,130
1429
$21.3M 0.01%
1,566,690
+57,858
1430
$21.3M 0.01%
499,478
-14,449
1431
$21.3M 0.01%
262,716
+26,675
1432
$21.3M 0.01%
433,040
+278,346
1433
$21.3M 0.01%
932,562
+139,322
1434
$21.3M 0.01%
1,424,512
+1,298,891
1435
$21.3M 0.01%
1,527,745
+473,686
1436
$21.2M 0.01%
3,499,109
-604,420
1437
$21.2M 0.01%
894,587
-505,651
1438
$21.2M 0.01%
193,309
-43,986
1439
$21.2M 0.01%
152,550
+84,509
1440
$21.1M 0.01%
337,779
+161,737
1441
$21.1M 0.01%
1,261,688
+963,206
1442
$21.1M 0.01%
2,239,409
-272,405
1443
$21.1M 0.01%
574,798
-4,929
1444
$21.1M 0.01%
902,348
-632,813
1445
$21M 0.01%
735,062
+262,240
1446
$20.9M 0.01%
1,944,493
+73,623
1447
$20.9M 0.01%
699,934
-137,628
1448
$20.9M 0.01%
776,062
+232,944
1449
$20.9M 0.01%
1,132,453
+2,484
1450
$20.9M 0.01%
3,973,637
+1,703,965
56 57
58
59 60