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
2101
$10.1M ﹤0.01%
390,334
-41,201
2102
$10.1M ﹤0.01%
222,406
-56,602
2103
$10M ﹤0.01%
765,489
-415,167
2104
$10M ﹤0.01%
6,436,846
-4,275,989
2105
$10M ﹤0.01%
178,133
+66,121
2106
$10M ﹤0.01%
577,298
+326,142
2107
$10M ﹤0.01%
405,290
-40,067
2108
$10M ﹤0.01%
195,802
-299,955
2109
$10M ﹤0.01%
1,005,628
+116,348
2110
$10M ﹤0.01%
213,412
+114,988
2111
$10M ﹤0.01%
173,759
-47,705
2112
$9.99M ﹤0.01%
166,310
+57,346
2113
$9.98M ﹤0.01%
138,452
-20,149
2114
$9.97M ﹤0.01%
207,418
+48,432
2115
$9.97M ﹤0.01%
271,307
+8,273
2116
$9.97M ﹤0.01%
1,512,366
+73,379
2117
$9.96M ﹤0.01%
417,019
+401,047
2118
$9.96M ﹤0.01%
2,690,627
+933,417
2119
$9.95M ﹤0.01%
342,304
-24,378
2120
$9.95M ﹤0.01%
692,986
-1,124,807
2121
$9.94M ﹤0.01%
751,771
-46,165
2122
$9.94M ﹤0.01%
331,984
+62,257
2123
$9.93M ﹤0.01%
707,369
+351,040
2124
$9.93M ﹤0.01%
412,104
+400,191
2125
$9.92M ﹤0.01%
248,533
-72,174
83 84
85
86 87