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
1876
$12.6M ﹤0.01%
708,088
-24,496
1877
$12.6M ﹤0.01%
449,280
+33,010
1878
$12.6M ﹤0.01%
708,993
-51,713
1879
$12.6M ﹤0.01%
263,007
-59,589
1880
$12.6M ﹤0.01%
99,879
+14,369
1881
$12.6M ﹤0.01%
714,753
-52,778
1882
$12.5M ﹤0.01%
526,901
+33,387
1883
$12.5M ﹤0.01%
40,365
-40,585
1884
$12.5M ﹤0.01%
41,271
-17,314
1885
$12.5M ﹤0.01%
512,062
-14,892
1886
$12.5M ﹤0.01%
344,892
+292,264
1887
$12.5M ﹤0.01%
529,732
-180,020
1888
$12.5M ﹤0.01%
105,585
+31,703
1889
$12.5M ﹤0.01%
1,819,916
-82,045
1890
$12.5M ﹤0.01%
203,785
-1,853
1891
$12.4M ﹤0.01%
233,536
+375
1892
$12.4M ﹤0.01%
129,107
-10,749
1893
$12.4M ﹤0.01%
649,243
+49,737
1894
$12.4M ﹤0.01%
411,514
-253,551
1895
$12.4M ﹤0.01%
1,191,310
+216
1896
$12.4M ﹤0.01%
174,267
-9,450
1897
$12.4M ﹤0.01%
518,345
-8,832
1898
$12.4M ﹤0.01%
1,029,776
+149,861
1899
$12.4M ﹤0.01%
245,931
+51,081
1900
$12.4M ﹤0.01%
347,313
-63,409
74 75
76
77 78