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
2251
$8.73M ﹤0.01%
35,926
+4,379
2252
$8.73M ﹤0.01%
347,233
+34,850
2253
$8.72M ﹤0.01%
113,463
-64,743
2254
$8.72M ﹤0.01%
218,248
+66,502
2255
$8.71M ﹤0.01%
435,786
+68,164
2256
$8.7M ﹤0.01%
225,247
-400,167
2257
$8.7M ﹤0.01%
239,599
+81,094
2258
$8.7M ﹤0.01%
955,620
+230,462
2259
$8.69M ﹤0.01%
544,318
+96,764
2260
$8.69M ﹤0.01%
361,579
-140,588
2261
$8.69M ﹤0.01%
256,384
-45,958
2262
$8.67M ﹤0.01%
92,576
-27,347
2263
$8.67M ﹤0.01%
165,876
+18,969
2264
$8.66M ﹤0.01%
205,966
-281,348
2265
$8.66M ﹤0.01%
306,472
-158,835
2266
$8.64M ﹤0.01%
905,557
+245,959
2267
$8.63M ﹤0.01%
221,269
-10,464
2268
$8.62M ﹤0.01%
405,765
+44,041
2269
$8.62M ﹤0.01%
108,359
-7,612
2270
$8.62M ﹤0.01%
158,751
+28,104
2271
$8.61M ﹤0.01%
166,987
-65,208
2272
$8.6M ﹤0.01%
180,274
-3,539
2273
$8.59M ﹤0.01%
275,263
-78,471
2274
$8.56M ﹤0.01%
218,634
-47,753
2275
$8.54M ﹤0.01%
57,985
+1,906
89 90
91
92 93