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
2426
$7.33M ﹤0.01%
183,732
+91,787
2427
$7.32M ﹤0.01%
375,599
-160,366
2428
$7.31M ﹤0.01%
20,066
+1,317
2429
$7.29M ﹤0.01%
219,938
-48,001
2430
$7.29M ﹤0.01%
470,695
+134,734
2431
$7.27M ﹤0.01%
123,166
+41,606
2432
$7.27M ﹤0.01%
248,249
+3,911
2433
$7.26M ﹤0.01%
188,059
+33,003
2434
$7.25M ﹤0.01%
199,022
+34,499
2435
$7.25M ﹤0.01%
83,112
-13,102
2436
$7.25M ﹤0.01%
2,345,945
-3,614,915
2437
$7.25M ﹤0.01%
+225,125
2438
$7.24M ﹤0.01%
355,244
+39,463
2439
$7.24M ﹤0.01%
696,387
+201,612
2440
$7.24M ﹤0.01%
381,589
-91,296
2441
$7.23M ﹤0.01%
45,702
-15,464
2442
$7.23M ﹤0.01%
132,197
-315,213
2443
$7.22M ﹤0.01%
798,236
+374,935
2444
$7.22M ﹤0.01%
435,770
+3,617
2445
$7.21M ﹤0.01%
104,397
-49,369
2446
$7.21M ﹤0.01%
349,046
-55,610
2447
$7.19M ﹤0.01%
3,237,960
+109,468
2448
$7.18M ﹤0.01%
209,871
-55,820
2449
$7.17M ﹤0.01%
204,959
+193,096
2450
$7.17M ﹤0.01%
35,488
-1,347
96 97
98
99 100