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
2126
$9.91M ﹤0.01%
450,046
+13,901
2127
$9.91M ﹤0.01%
669,967
+39,057
2128
$9.88M ﹤0.01%
330,954
-88,122
2129
$9.87M ﹤0.01%
408,006
-10,046
2130
$9.86M ﹤0.01%
107,303
-24,955
2131
$9.84M ﹤0.01%
572,243
-882,166
2132
$9.83M ﹤0.01%
260,798
+10,700
2133
$9.82M ﹤0.01%
3,022,852
+2,849,515
2134
$9.82M ﹤0.01%
146,107
-15,015
2135
$9.82M ﹤0.01%
504,008
-55,082
2136
$9.81M ﹤0.01%
542,574
+202,326
2137
$9.81M ﹤0.01%
189,204
+9,156
2138
$9.8M ﹤0.01%
104,558
-153,464
2139
$9.79M ﹤0.01%
353,997
-58,980
2140
$9.78M ﹤0.01%
426,119
+282,542
2141
$9.77M ﹤0.01%
649,185
+166,371
2142
$9.76M ﹤0.01%
5,543,236
-712,466
2143
$9.75M ﹤0.01%
373,887
+115,187
2144
$9.73M ﹤0.01%
498,785
+112,840
2145
$9.72M ﹤0.01%
211,626
+69,545
2146
$9.72M ﹤0.01%
87,164
+14,143
2147
$9.71M ﹤0.01%
687,356
-40,557
2148
$9.7M ﹤0.01%
664,415
+17,426
2149
$9.7M ﹤0.01%
262,852
-81,983
2150
$9.69M ﹤0.01%
118,458
-58,883