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
2026
$10.8M ﹤0.01%
823,389
-246,249
2027
$10.8M ﹤0.01%
294,118
-40,346
2028
$10.8M ﹤0.01%
1,285,440
+147,636
2029
$10.8M ﹤0.01%
366,813
+339,458
2030
$10.8M ﹤0.01%
221,669
+13,312
2031
$10.7M ﹤0.01%
146,536
-4,138
2032
$10.7M ﹤0.01%
445,879
+389,909
2033
$10.7M ﹤0.01%
134,654
-30,842
2034
$10.7M ﹤0.01%
383,635
+18
2035
$10.7M ﹤0.01%
1,436,981
+815,454
2036
$10.7M ﹤0.01%
1,018,749
-94,821
2037
$10.7M ﹤0.01%
203,354
+37,097
2038
$10.7M ﹤0.01%
211,258
+45,493
2039
$10.6M ﹤0.01%
2,101
-81
2040
$10.6M ﹤0.01%
71,452
+4,491
2041
$10.6M ﹤0.01%
294,642
-26,140
2042
$10.6M ﹤0.01%
782,856
+37,868
2043
$10.6M ﹤0.01%
412,272
+49,109
2044
$10.6M ﹤0.01%
258,741
-26,243
2045
$10.6M ﹤0.01%
180,724
-213,405
2046
$10.6M ﹤0.01%
336,669
+21,857
2047
$10.6M ﹤0.01%
364,956
+348,390
2048
$10.6M ﹤0.01%
238,400
-58,754
2049
$10.6M ﹤0.01%
262,929
-24,695
2050
$10.6M ﹤0.01%
170,084
-3,020
80 81
82
83 84