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
1626
$16.7M ﹤0.01%
163,632
-30,820
1627
$16.7M ﹤0.01%
194,335
+39,423
1628
$16.7M ﹤0.01%
569,385
+18,643
1629
$16.7M ﹤0.01%
229,463
+2,125
1630
$16.7M ﹤0.01%
961,204
+437,246
1631
$16.7M ﹤0.01%
466,487
+258,995
1632
$16.6M ﹤0.01%
456,523
-345,715
1633
$16.6M ﹤0.01%
2,490,282
-485,014
1634
$16.6M ﹤0.01%
864,062
+181,387
1635
$16.6M ﹤0.01%
524,896
-34,248
1636
$16.6M ﹤0.01%
298,983
-71,139
1637
$16.6M ﹤0.01%
114,633
+2,224
1638
$16.6M ﹤0.01%
170,902
+64,913
1639
$16.6M ﹤0.01%
385,485
+19,625
1640
$16.6M ﹤0.01%
938,363
+301,957
1641
$16.6M ﹤0.01%
1,183,420
+1,148,773
1642
$16.5M ﹤0.01%
533,313
+5,346
1643
$16.5M ﹤0.01%
167,342
-17,461
1644
$16.5M ﹤0.01%
457,599
+281,451
1645
$16.5M ﹤0.01%
340,296
-104,742
1646
$16.5M ﹤0.01%
441,461
+28,853
1647
$16.4M ﹤0.01%
299,628
+206,680
1648
$16.4M ﹤0.01%
731,156
+76,275
1649
$16.3M ﹤0.01%
307,842
+107,899
1650
$16.3M ﹤0.01%
564,637
-261,403
64 65
66
67 68