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
2301
$8.28M ﹤0.01%
218,994
-28,383
2302
$8.26M ﹤0.01%
148,444
+12,603
2303
$8.26M ﹤0.01%
2,102,190
+1,646,998
2304
$8.26M ﹤0.01%
145,473
-230,320
2305
$8.25M ﹤0.01%
2,104,841
-68,402
2306
$8.24M ﹤0.01%
360,273
-300,153
2307
$8.23M ﹤0.01%
465,225
+4,637
2308
$8.23M ﹤0.01%
220,074
-47,492
2309
$8.22M ﹤0.01%
289,184
-24,964
2310
$8.21M ﹤0.01%
149,842
-36,532
2311
$8.21M ﹤0.01%
357,527
+78,068
2312
$8.19M ﹤0.01%
528,091
+157,250
2313
$8.19M ﹤0.01%
121,294
-210,757
2314
$8.18M ﹤0.01%
212,082
-29,203
2315
$8.18M ﹤0.01%
351,744
-73,212
2316
$8.17M ﹤0.01%
894,238
+35,547
2317
$8.16M ﹤0.01%
334,978
+18,648
2318
$8.15M ﹤0.01%
+587,384
2319
$8.15M ﹤0.01%
262,084
+84,091
2320
$8.14M ﹤0.01%
213,178
-14,186
2321
$8.13M ﹤0.01%
53,295
+47,210
2322
$8.13M ﹤0.01%
229,043
+33,140
2323
$8.12M ﹤0.01%
3,945
+1,661
2324
$8.11M ﹤0.01%
2,246,266
+1,541,356
2325
$8.11M ﹤0.01%
605,350
-176,285
91 92
93
94 95