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
151
$521M 0.14%
4,632,675
-854,698
152
$520M 0.14%
5,737,518
+1,503,667
153
$517M 0.14%
5,515,446
+1,412,478
154
$514M 0.14%
7,681,299
+1,147,012
155
$508M 0.13%
6,888,890
+162,804
156
$507M 0.13%
10,165,035
-420,411
157
$505M 0.13%
12,297,799
+6,458,209
158
$504M 0.13%
10,837,671
-827,274
159
$498M 0.13%
8,110,770
+1,307,280
160
$491M 0.13%
10,749,060
-214,654
161
$489M 0.13%
8,838,209
-1,368,900
162
$483M 0.13%
5,441,690
+417,362
163
$478M 0.13%
3,478,133
+781,018
164
$475M 0.13%
16,848,533
+4,270,383
165
$474M 0.13%
23,591,560
+129,000
166
$472M 0.12%
6,186,816
-9,278,937
167
$467M 0.12%
12,524,212
+268,016
168
$462M 0.12%
8,891,340
+1,780,061
169
$457M 0.12%
6,459,408
+35,096
170
$452M 0.12%
2,766,590
-207,226
171
$450M 0.12%
7,520,375
+1,803,079
172
$448M 0.12%
9,396,559
-89,101
173
$443M 0.12%
11,672,489
+737,027
174
$443M 0.12%
2,045,774
+219,012
175
$439M 0.12%
3,527,637
+190,312
5 6
7
8 9