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
2351
$7.87M ﹤0.01%
623,793
-43,097
2352
$7.87M ﹤0.01%
298,413
+5,038
2353
$7.87M ﹤0.01%
288,895
+27,769
2354
$7.86M ﹤0.01%
196,270
-3,808
2355
$7.86M ﹤0.01%
753,223
-13,712
2356
$7.85M ﹤0.01%
1,604,985
+556,028
2357
$7.82M ﹤0.01%
66,850
-15,409
2358
$7.81M ﹤0.01%
36,891
-4,166
2359
$7.81M ﹤0.01%
229,635
-32,754
2360
$7.8M ﹤0.01%
78,571
-119,818
2361
$7.79M ﹤0.01%
55,506
-11,093
2362
$7.78M ﹤0.01%
48,264
+27,690
2363
$7.77M ﹤0.01%
231,774
+218,597
2364
$7.77M ﹤0.01%
159,675
-68,461
2365
$7.76M ﹤0.01%
113,891
-17,523
2366
$7.74M ﹤0.01%
672,189
+371,281
2367
$7.74M ﹤0.01%
138,340
-19,611
2368
$7.72M ﹤0.01%
109,576
-22,388
2369
$7.71M ﹤0.01%
595,212
+134,675
2370
$7.71M ﹤0.01%
424,882
-203,108
2371
$7.69M ﹤0.01%
163,429
-146,895
2372
$7.69M ﹤0.01%
263,780
-56,898
2373
$7.68M ﹤0.01%
3,187,330
-88,346
2374
$7.67M ﹤0.01%
100,016
+5,282
2375
$7.67M ﹤0.01%
128,855
-35,445
93 94
95
96 97