Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
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
+$1.81B
2
+$834M
3
+$709M
4
GLD icon
SPDR Gold Trust
GLD
+$686M
5
KO icon
Coca-Cola
KO
+$451M

Top Sells

1
+$1.57B
2
+$698M
3
+$691M
4
WP
Worldpay, Inc.
WP
+$563M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$540M

Sector Composition

1 Technology 13.6%
2 Healthcare 9.44%
3 Financials 9.02%
4 Communication Services 7.68%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5076
$166K ﹤0.01%
154,037
+119,695
5077
$166K ﹤0.01%
18,982
-68,725
5078
$165K ﹤0.01%
25,836
+18,850
5079
$165K ﹤0.01%
5,488
+4,792
5080
$165K ﹤0.01%
4,423
5081
$165K ﹤0.01%
8,120
+6,297
5082
$165K ﹤0.01%
10,716
+5,144
5083
$164K ﹤0.01%
171
-378
5084
$164K ﹤0.01%
18,659
-4,362
5085
$164K ﹤0.01%
10,981
+7,975
5086
$164K ﹤0.01%
42,741
+11,446
5087
$164K ﹤0.01%
8,711
+150
5088
$162K ﹤0.01%
7,464
+3,264
5089
$162K ﹤0.01%
177,941
+65,548
5090
$162K ﹤0.01%
7,820
-11,926
5091
$162K ﹤0.01%
81
-421
5092
$162K ﹤0.01%
9,261
-1,501
5093
$162K ﹤0.01%
4,211
-3,781
5094
$161K ﹤0.01%
11,437
+1,500
5095
$161K ﹤0.01%
9,229
+3,526
5096
$160K ﹤0.01%
5,497
+1,371
5097
$159K ﹤0.01%
5,797
+285
5098
$159K ﹤0.01%
33
+3
5099
$158K ﹤0.01%
18,166
+13,226
5100
$158K ﹤0.01%
12,299
+9,946
202 203
204
205 206