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
1476
$20.2M 0.01%
316,805
-27,365
1477
$20.2M 0.01%
19,958,290
+2,176,312
1478
$20.1M 0.01%
254,467
+24,049
1479
$20.1M 0.01%
478,786
-30,060
1480
$20.1M 0.01%
1,635,812
+115,859
1481
$20.1M 0.01%
355,595
-49,777
1482
$20M 0.01%
788,690
+4,052
1483
$19.9M 0.01%
227,255
+94,698
1484
$19.9M 0.01%
781,095
+10,310
1485
$19.9M 0.01%
778,757
+67,908
1486
$19.9M 0.01%
576,123
-134,305
1487
$19.8M 0.01%
198,078
-41,556
1488
$19.8M 0.01%
2,649,500
+104,593
1489
$19.8M 0.01%
582,928
+95,788
1490
$19.8M 0.01%
2,001,683
+214,098
1491
$19.7M 0.01%
888,016
+693,092
1492
$19.7M 0.01%
981,834
+108,889
1493
$19.7M 0.01%
800,675
-29,129
1494
$19.7M 0.01%
6,928,841
-1,408,743
1495
$19.6M 0.01%
446,942
-159,965
1496
$19.6M 0.01%
159,537
-132,455
1497
$19.5M 0.01%
660,837
+53,380
1498
$19.4M 0.01%
187,742
+33,406
1499
$19.4M 0.01%
302,821
+27,529
1500
$19.4M 0.01%
319,466
+670
58 59
60
61 62