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
1801
$13.8M ﹤0.01%
205,182
+112,891
1802
$13.7M ﹤0.01%
180,958
-63,397
1803
$13.7M ﹤0.01%
97,511
-1,711
1804
$13.7M ﹤0.01%
1,739,728
+137,820
1805
$13.7M ﹤0.01%
928,230
-95,466
1806
$13.6M ﹤0.01%
667,396
+66,220
1807
$13.6M ﹤0.01%
738,575
+2,533
1808
$13.6M ﹤0.01%
819,420
-1,952,007
1809
$13.6M ﹤0.01%
634,332
-37,719
1810
$13.6M ﹤0.01%
312,360
-2,858
1811
$13.6M ﹤0.01%
160,993
+74,796
1812
$13.5M ﹤0.01%
940,414
-160,614
1813
$13.5M ﹤0.01%
266,237
+33,223
1814
$13.5M ﹤0.01%
281,836
-22,910
1815
$13.5M ﹤0.01%
534,181
-211,302
1816
$13.5M ﹤0.01%
1,356,500
-28,095
1817
$13.4M ﹤0.01%
287,396
+91,320
1818
$13.4M ﹤0.01%
429,883
-15,722
1819
$13.4M ﹤0.01%
884,608
+62,893
1820
$13.4M ﹤0.01%
130,046
-37,890
1821
$13.4M ﹤0.01%
296,931
+197,041
1822
$13.3M ﹤0.01%
625,412
+535,571
1823
$13.3M ﹤0.01%
415,148
+156,168
1824
$13.3M ﹤0.01%
1,177,113
-1,345,404
1825
$13.3M ﹤0.01%
222,393
-113,477
71 72
73
74 75