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
2376
$7.66M ﹤0.01%
291,108
-18,887
2377
$7.66M ﹤0.01%
532,419
+6,906
2378
$7.66M ﹤0.01%
190,287
-67,399
2379
$7.65M ﹤0.01%
303,150
+25,711
2380
$7.64M ﹤0.01%
142,268
-24,735
2381
$7.64M ﹤0.01%
407,429
+31,408
2382
$7.64M ﹤0.01%
107,264
+12,218
2383
$7.63M ﹤0.01%
156,582
-1,859
2384
$7.63M ﹤0.01%
408,136
+358,507
2385
$7.63M ﹤0.01%
175,186
-238,793
2386
$7.62M ﹤0.01%
310,260
-109,464
2387
$7.61M ﹤0.01%
192,296
-109,421
2388
$7.59M ﹤0.01%
142,318
-1,036
2389
$7.58M ﹤0.01%
290,823
+7,545
2390
$7.58M ﹤0.01%
148,376
+27,094
2391
$7.55M ﹤0.01%
303,303
+29,218
2392
$7.55M ﹤0.01%
121,159
+94,862
2393
$7.54M ﹤0.01%
69,947
-19,569
2394
$7.54M ﹤0.01%
97,258
+41,201
2395
$7.54M ﹤0.01%
748,671
+389,905
2396
$7.53M ﹤0.01%
285,363
+43,047
2397
$7.53M ﹤0.01%
126,697
-130,515
2398
$7.53M ﹤0.01%
401,667
-32,644
2399
$7.51M ﹤0.01%
153,356
-63,624
2400
$7.51M ﹤0.01%
190,265
-44,533
94 95
96
97 98