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
1551
$18.2M ﹤0.01%
243,919
+141,892
1552
$18.2M ﹤0.01%
414,673
-223,167
1553
$18.2M ﹤0.01%
638,377
+329,782
1554
$18.2M ﹤0.01%
3,248,536
-25,000
1555
$18.2M ﹤0.01%
5,338,584
+1,091,919
1556
$18.1M ﹤0.01%
655,015
+17,386
1557
$18.1M ﹤0.01%
274,511
-3,407
1558
$18.1M ﹤0.01%
405,969
-34,578
1559
$18.1M ﹤0.01%
347,160
+134,682
1560
$18.1M ﹤0.01%
464,178
+79,472
1561
$18M ﹤0.01%
550,502
-59,390
1562
$18M ﹤0.01%
325,982
+55,954
1563
$18M ﹤0.01%
4,221,691
+3,304,077
1564
$18M ﹤0.01%
774,101
-6,013
1565
$17.9M ﹤0.01%
873,984
+125,398
1566
$17.9M ﹤0.01%
575,568
-3,594
1567
$17.9M ﹤0.01%
1,958,880
-309,868
1568
$17.9M ﹤0.01%
459,100
-8,360
1569
$17.9M ﹤0.01%
340,284
-6,853
1570
$17.9M ﹤0.01%
1,858,894
+60,417
1571
$17.8M ﹤0.01%
1,196,321
+477,791
1572
$17.8M ﹤0.01%
68,703
+4,006
1573
$17.8M ﹤0.01%
1,183,684
+45,402
1574
$17.8M ﹤0.01%
331,374
+393
1575
$17.8M ﹤0.01%
851,469
+58,517
61 62
63
64 65