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
1951
$11.7M ﹤0.01%
768,598
+545,837
1952
$11.7M ﹤0.01%
222,921
-24,225
1953
$11.7M ﹤0.01%
2,629
+514
1954
$11.7M ﹤0.01%
21,776
-5,653
1955
$11.6M ﹤0.01%
251,687
+240,851
1956
$11.6M ﹤0.01%
361,863
-168,413
1957
$11.6M ﹤0.01%
340,956
+333,092
1958
$11.6M ﹤0.01%
953,902
+31,087
1959
$11.5M ﹤0.01%
533,392
+13,946
1960
$11.5M ﹤0.01%
856,145
+33,176
1961
$11.5M ﹤0.01%
120,499
+15,083
1962
$11.5M ﹤0.01%
390,221
+142,720
1963
$11.5M ﹤0.01%
814,078
+363,462
1964
$11.5M ﹤0.01%
+212,467
1965
$11.4M ﹤0.01%
252,322
+51,080
1966
$11.4M ﹤0.01%
115,205
-33,134
1967
$11.4M ﹤0.01%
244,782
+59,581
1968
$11.4M ﹤0.01%
579,120
-403,775
1969
$11.4M ﹤0.01%
298,823
+75,963
1970
$11.4M ﹤0.01%
5,263,642
-55,335
1971
$11.4M ﹤0.01%
445,993
+76,552
1972
$11.4M ﹤0.01%
337,627
-77,783
1973
$11.3M ﹤0.01%
265,515
+125,792
1974
$11.3M ﹤0.01%
77,959
+3,353
1975
$11.3M ﹤0.01%
1,039,642
+16,057
77 78
79
80 81