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
2051
$10.6M ﹤0.01%
251,332
-5,712
2052
$10.5M ﹤0.01%
387,895
-463
2053
$10.5M ﹤0.01%
119,635
-4,187
2054
$10.5M ﹤0.01%
56,542
+10,398
2055
$10.5M ﹤0.01%
1,243,474
+1,229,445
2056
$10.5M ﹤0.01%
116,103
-49,338
2057
$10.5M ﹤0.01%
543,272
-110,336
2058
$10.5M ﹤0.01%
224,152
-163,181
2059
$10.5M ﹤0.01%
154,687
-25,773
2060
$10.5M ﹤0.01%
614,990
+112,392
2061
$10.5M ﹤0.01%
168,365
+40,559
2062
$10.5M ﹤0.01%
75,163
+16,526
2063
$10.4M ﹤0.01%
325,283
+120,758
2064
$10.4M ﹤0.01%
735,752
+13,699
2065
$10.4M ﹤0.01%
435,239
-35,459
2066
$10.4M ﹤0.01%
163,227
-26,945
2067
$10.4M ﹤0.01%
270,690
+85,321
2068
$10.4M ﹤0.01%
209,056
+43,310
2069
$10.4M ﹤0.01%
416,828
+267,076
2070
$10.4M ﹤0.01%
289,524
-77,673
2071
$10.3M ﹤0.01%
312,257
+122,398
2072
$10.3M ﹤0.01%
151,885
+40,139
2073
$10.3M ﹤0.01%
139,122
-26,568
2074
$10.3M ﹤0.01%
179,210
-82,164
2075
$10.3M ﹤0.01%
223,559
+85,315
81 82
83
84 85