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
2176
$9.44M ﹤0.01%
69,056
-18,634
2177
$9.43M ﹤0.01%
220,208
+49,078
2178
$9.43M ﹤0.01%
179,586
+159,953
2179
$9.43M ﹤0.01%
151,456
-43,475
2180
$9.42M ﹤0.01%
704,271
-57,348
2181
$9.41M ﹤0.01%
178,889
-5,099
2182
$9.39M ﹤0.01%
874,144
+214,794
2183
$9.38M ﹤0.01%
211,101
+92,362
2184
$9.37M ﹤0.01%
278,948
+67,081
2185
$9.36M ﹤0.01%
40,480
-84,180
2186
$9.36M ﹤0.01%
387,984
-18,541
2187
$9.35M ﹤0.01%
529,165
+384,508
2188
$9.35M ﹤0.01%
130,055
+28,132
2189
$9.35M ﹤0.01%
190,090
-75,714
2190
$9.33M ﹤0.01%
330,038
-133,176
2191
$9.33M ﹤0.01%
365,608
+209,466
2192
$9.32M ﹤0.01%
139,024
-42,108
2193
$9.28M ﹤0.01%
236,087
+25,987
2194
$9.27M ﹤0.01%
475,372
+353,203
2195
$9.27M ﹤0.01%
333,042
+51,764
2196
$9.25M ﹤0.01%
730,683
-33,792
2197
$9.24M ﹤0.01%
122,321
-20,505
2198
$9.24M ﹤0.01%
840,783
+23,523
2199
$9.24M ﹤0.01%
391,634
-22,668
2200
$9.23M ﹤0.01%
171,896
+921
86 87
88
89 90