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
1451
$20.8M 0.01%
475,903
-89,861
1452
$20.8M 0.01%
723,801
+15,140
1453
$20.7M 0.01%
278,183
-15,259
1454
$20.7M 0.01%
121,269
-24,412
1455
$20.7M 0.01%
579,666
+198,018
1456
$20.7M 0.01%
214,137
-8,486
1457
$20.7M 0.01%
2,791,567
+1,707,437
1458
$20.6M 0.01%
1,108,178
-163,297
1459
$20.6M 0.01%
464,346
-14,575
1460
$20.6M 0.01%
4,275,628
+1,377,379
1461
$20.5M 0.01%
277,087
+199,655
1462
$20.5M 0.01%
8,768,311
+615,110
1463
$20.5M 0.01%
2,623,321
+155,285
1464
$20.5M 0.01%
671,638
+341,406
1465
$20.5M 0.01%
830,973
-232,701
1466
$20.4M 0.01%
1,477,648
+1,429,809
1467
$20.4M 0.01%
960,754
-158,228
1468
$20.4M 0.01%
389,015
+209,774
1469
$20.4M 0.01%
352,388
-212,795
1470
$20.3M 0.01%
737,875
-51,222
1471
$20.3M 0.01%
1,934,200
+45,704
1472
$20.3M 0.01%
776,783
+145,512
1473
$20.3M 0.01%
602,665
+176,694
1474
$20.3M 0.01%
122,900
-17,343
1475
$20.2M 0.01%
1,825,026
+227,025
57 58
59
60 61