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
1826
$13.3M ﹤0.01%
2,122,209
+206,681
1827
$13.3M ﹤0.01%
356,787
+7,555
1828
$13.3M ﹤0.01%
40,598
-117,890
1829
$13.3M ﹤0.01%
135,251
+107,643
1830
$13.3M ﹤0.01%
765,839
+218,099
1831
$13.3M ﹤0.01%
451,973
-46,374
1832
$13.3M ﹤0.01%
460,723
+42,073
1833
$13.3M ﹤0.01%
292,009
+236,382
1834
$13.3M ﹤0.01%
293,067
+127,756
1835
$13.2M ﹤0.01%
726,360
+33,353
1836
$13.2M ﹤0.01%
143,282
+7,270
1837
$13.2M ﹤0.01%
221,956
-8,499
1838
$13.2M ﹤0.01%
182,932
-43,274
1839
$13.2M ﹤0.01%
340,989
+13,622
1840
$13.2M ﹤0.01%
308,904
-101,346
1841
$13.2M ﹤0.01%
162,545
-102,724
1842
$13.2M ﹤0.01%
290,651
+239,701
1843
$13.2M ﹤0.01%
2,423,159
+28,131
1844
$13.1M ﹤0.01%
522,918
+1,789
1845
$13.1M ﹤0.01%
223,778
+6,704
1846
$13.1M ﹤0.01%
504,066
+54,561
1847
$13.1M ﹤0.01%
11,087
+1,373
1848
$13.1M ﹤0.01%
964,070
-4,205
1849
$13.1M ﹤0.01%
280,169
+68,262
1850
$13M ﹤0.01%
1,341,069
+247,333
72 73
74
75 76