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
1751
$14.6M ﹤0.01%
586,837
-120,429
1752
$14.6M ﹤0.01%
139,497
-21,076
1753
$14.6M ﹤0.01%
893,372
+589,748
1754
$14.6M ﹤0.01%
11,626
-1,249
1755
$14.6M ﹤0.01%
1,158,008
-210,985
1756
$14.6M ﹤0.01%
8,426,784
-2,847,243
1757
$14.6M ﹤0.01%
443,977
+231,305
1758
$14.6M ﹤0.01%
626,183
-79,751
1759
$14.6M ﹤0.01%
1,785,293
+279,810
1760
$14.5M ﹤0.01%
379,870
+176,008
1761
$14.5M ﹤0.01%
1,476,567
+362,159
1762
$14.5M ﹤0.01%
302,114
+199,682
1763
$14.5M ﹤0.01%
1,007,966
+470,822
1764
$14.3M ﹤0.01%
534,796
+81,659
1765
$14.3M ﹤0.01%
1,743,098
+818,623
1766
$14.3M ﹤0.01%
888,764
+7,371
1767
$14.3M ﹤0.01%
391,449
-42,850
1768
$14.3M ﹤0.01%
703,546
-799,838
1769
$14.2M ﹤0.01%
306,587
-9,456
1770
$14.2M ﹤0.01%
197,923
-4,251
1771
$14.2M ﹤0.01%
417,074
-107,152
1772
$14.2M ﹤0.01%
502,215
-7,465
1773
$14.2M ﹤0.01%
244,308
+27,582
1774
$14.1M ﹤0.01%
1,000,854
-563,700
1775
$14.1M ﹤0.01%
167,166
+160,015
69 70
71
72 73