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
1901
$12.4M ﹤0.01%
459,839
-1,553
1902
$12.3M ﹤0.01%
481,712
-34,498
1903
$12.3M ﹤0.01%
922,387
+33,126
1904
$12.3M ﹤0.01%
267,268
+4,616
1905
$12.3M ﹤0.01%
139,252
-17,810
1906
$12.3M ﹤0.01%
632,066
-257,158
1907
$12.3M ﹤0.01%
1,314,985
-28,116
1908
$12.3M ﹤0.01%
165,212
-73,304
1909
$12.2M ﹤0.01%
374,908
+85,655
1910
$12.2M ﹤0.01%
326,330
-140,847
1911
$12.2M ﹤0.01%
297,699
+10,641
1912
$12.2M ﹤0.01%
3,944,852
+1,568,287
1913
$12.1M ﹤0.01%
267,630
-18,342
1914
$12.1M ﹤0.01%
863,422
-170,225
1915
$12.1M ﹤0.01%
432,643
+199,528
1916
$12.1M ﹤0.01%
325,896
-81,748
1917
$12.1M ﹤0.01%
175,538
+57,927
1918
$12M ﹤0.01%
345,562
-27,207
1919
$12M ﹤0.01%
465,774
+178,327
1920
$12M ﹤0.01%
1,926,010
-37,331
1921
$12M ﹤0.01%
2,299,373
+145,354
1922
$11.9M ﹤0.01%
157,864
-14,055
1923
$11.9M ﹤0.01%
74,699
+21,519
1924
$11.9M ﹤0.01%
751,090
+358,755
1925
$11.9M ﹤0.01%
188,169
-8,790
75 76
77
78 79