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
2151
$9.65M ﹤0.01%
165,836
-23,659
2152
$9.65M ﹤0.01%
613,225
+58,711
2153
$9.63M ﹤0.01%
566,328
+73,929
2154
$9.63M ﹤0.01%
137,440
-65,560
2155
$9.63M ﹤0.01%
473,199
+7,216
2156
$9.62M ﹤0.01%
371,459
+173,963
2157
$9.61M ﹤0.01%
675,699
-67,910
2158
$9.6M ﹤0.01%
81,033
+20,448
2159
$9.59M ﹤0.01%
553,138
+116,938
2160
$9.55M ﹤0.01%
317,200
-270,968
2161
$9.55M ﹤0.01%
731,441
+13,140
2162
$9.53M ﹤0.01%
217,891
2163
$9.53M ﹤0.01%
207,410
-11,488
2164
$9.52M ﹤0.01%
538,421
-693,346
2165
$9.52M ﹤0.01%
1,272,443
-607,287
2166
$9.51M ﹤0.01%
152,675
+14,201
2167
$9.51M ﹤0.01%
741,387
+7,822
2168
$9.49M ﹤0.01%
345,379
+24,106
2169
$9.49M ﹤0.01%
383,641
+53,114
2170
$9.48M ﹤0.01%
594,646
-283,717
2171
$9.48M ﹤0.01%
427,394
+267,627
2172
$9.47M ﹤0.01%
119,912
-28,546
2173
$9.46M ﹤0.01%
126,688
-38,276
2174
$9.46M ﹤0.01%
468,734
+96,105
2175
$9.45M ﹤0.01%
35,999
+6,496