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
1501
$19.4M 0.01%
177,049
+41,643
1502
$19.4M 0.01%
5,086,570
+287,828
1503
$19.4M 0.01%
1,635,084
+38,100
1504
$19.4M 0.01%
209,704
-696
1505
$19.3M 0.01%
1,222,264
+18,314
1506
$19.3M 0.01%
194,551
+49,313
1507
$19.3M 0.01%
706,473
-46,365
1508
$19.3M 0.01%
498,822
+430,020
1509
$19.3M 0.01%
866,907
+54,468
1510
$19.3M 0.01%
536,914
-44,554
1511
$19.3M 0.01%
619,981
+105,721
1512
$19.3M 0.01%
6,106,966
+3,049,258
1513
$19.2M 0.01%
250,215
+44,419
1514
$19.2M 0.01%
691,397
+392,563
1515
$19.2M 0.01%
140,951
-16,546
1516
$19.1M 0.01%
886,664
-350,087
1517
$19.1M 0.01%
428,328
-76,608
1518
$19M 0.01%
84,952
-4,475
1519
$18.9M 0.01%
3,751,505
+88,111
1520
$18.9M 0.01%
671,650
+11,561
1521
$18.9M 0.01%
1,892,098
-172,765
1522
$18.9M 0.01%
352,860
+24,779
1523
$18.9M 0.01%
385,742
-182,518
1524
$18.8M 0.01%
208,265
-41,089
1525
$18.8M 0.01%
425,128
+72,134
59 60
61
62 63