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
1601
$17.1M ﹤0.01%
11,584,209
+10,921,159
1602
$17.1M ﹤0.01%
118,572
-71,198
1603
$17.1M ﹤0.01%
598,348
+50,639
1604
$17.1M ﹤0.01%
607,255
-55,188
1605
$17.1M ﹤0.01%
660,062
+134,129
1606
$17.1M ﹤0.01%
528,629
+20,635
1607
$17M ﹤0.01%
835,097
+171,649
1608
$17M ﹤0.01%
2,860,853
-202,079
1609
$17M ﹤0.01%
811,231
-28,204
1610
$17M ﹤0.01%
296,508
-64,500
1611
$17M ﹤0.01%
90,474
-29,909
1612
$17M ﹤0.01%
1,836,973
+1,710,897
1613
$17M ﹤0.01%
413,713
+103,652
1614
$17M ﹤0.01%
620,517
-1,021,343
1615
$17M ﹤0.01%
605,932
+13,685
1616
$16.9M ﹤0.01%
319,945
-164,668
1617
$16.9M ﹤0.01%
92,179
-13,891
1618
$16.9M ﹤0.01%
2,142,521
-2,462,438
1619
$16.9M ﹤0.01%
346,268
-48,196
1620
$16.8M ﹤0.01%
327,582
+112,821
1621
$16.8M ﹤0.01%
444,026
+43,640
1622
$16.8M ﹤0.01%
340,125
+122,594
1623
$16.8M ﹤0.01%
313,824
-4,975
1624
$16.7M ﹤0.01%
400,703
-124,382
1625
$16.7M ﹤0.01%
412,068
-36,840
63 64
65
66 67