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
2276
$8.54M ﹤0.01%
339,222
+13,185
2277
$8.53M ﹤0.01%
137,128
-28,260
2278
$8.48M ﹤0.01%
543,724
-18,663
2279
$8.48M ﹤0.01%
121,165
-24,921
2280
$8.47M ﹤0.01%
936,485
+75,791
2281
$8.47M ﹤0.01%
211,736
-527
2282
$8.47M ﹤0.01%
166,788
+46,550
2283
$8.45M ﹤0.01%
1,943,430
+159,814
2284
$8.45M ﹤0.01%
422,691
+402,629
2285
$8.45M ﹤0.01%
249,753
+7,222
2286
$8.44M ﹤0.01%
6,112,512
+545,588
2287
$8.41M ﹤0.01%
266,349
-196,784
2288
$8.41M ﹤0.01%
271,191
+192,657
2289
$8.37M ﹤0.01%
183,530
+18,296
2290
$8.36M ﹤0.01%
215,112
+193,515
2291
$8.35M ﹤0.01%
457,902
-1,588,090
2292
$8.34M ﹤0.01%
159,513
-111,256
2293
$8.31M ﹤0.01%
6,395,128
+3,306,890
2294
$8.31M ﹤0.01%
65,897
+13,604
2295
$8.31M ﹤0.01%
779,290
2296
$8.3M ﹤0.01%
271,089
-7,655
2297
$8.29M ﹤0.01%
711,953
+18,299
2298
$8.29M ﹤0.01%
3,152,870
+1,288,362
2299
$8.29M ﹤0.01%
318,795
-10,020
2300
$8.29M ﹤0.01%
247,739
+163,227
90 91
92
93 94