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
1701
$15.3M ﹤0.01%
195,687
+11,844
1702
$15.3M ﹤0.01%
1,153,842
+65,383
1703
$15.3M ﹤0.01%
344,337
+201,907
1704
$15.3M ﹤0.01%
231,497
+2,318
1705
$15.3M ﹤0.01%
923,914
-142,176
1706
$15.2M ﹤0.01%
1,075,801
-190,564
1707
$15.2M ﹤0.01%
593,009
-103,931
1708
$15.2M ﹤0.01%
607,451
+209,684
1709
$15.2M ﹤0.01%
871,025
+39,771
1710
$15.1M ﹤0.01%
1,639,292
-38,511
1711
$15.1M ﹤0.01%
530,710
-16,008
1712
$15.1M ﹤0.01%
353,200
+22,816
1713
$15.1M ﹤0.01%
18,957
-9,164
1714
$15.1M ﹤0.01%
667,599
+225,247
1715
$15.1M ﹤0.01%
896,663
+238,918
1716
$15.1M ﹤0.01%
538,281
+23,684
1717
$15.1M ﹤0.01%
315,153
+183,194
1718
$15.1M ﹤0.01%
161,528
+16,053
1719
$15.1M ﹤0.01%
264,310
+131,255
1720
$15.1M ﹤0.01%
301,024
-31,209
1721
$15M ﹤0.01%
170,958
-106,684
1722
$15M ﹤0.01%
665,227
+508,518
1723
$15M ﹤0.01%
1,882,104
-554,371
1724
$15M ﹤0.01%
333,318
+151,780
1725
$15M ﹤0.01%
1,922,734
+17,594
67 68
69
70 71