We are live on ! Find out more
Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5376
$77K ﹤0.01%
5,076
-5,134
5377
$77K ﹤0.01%
624
+321
5378
$77K ﹤0.01%
4,688
+1,960
5379
$77K ﹤0.01%
2,655
-1,155
5380
$76K ﹤0.01%
78,022
+31,143
5381
$76K ﹤0.01%
11,755
-119
5382
$76K ﹤0.01%
3,141
+1,075
5383
$75K ﹤0.01%
2,543
+214
5384
$75K ﹤0.01%
712
+536
5385
$75K ﹤0.01%
1,001
5386
$75K ﹤0.01%
1,485
+735
5387
$75K ﹤0.01%
4,622
+2,409
5388
$74K ﹤0.01%
27,504
-3,894
5389
$74K ﹤0.01%
5,104
+14
5390
$74K ﹤0.01%
1,850
+1,045
5391
$74K ﹤0.01%
7,185
5392
$74K ﹤0.01%
18,713
+1,222
5393
$74K ﹤0.01%
7,800
+1,300
5394
$73K ﹤0.01%
7,580
-27,376
5395
$73K ﹤0.01%
8,789
-8,316
5396
$73K ﹤0.01%
+3,121
5397
$73K ﹤0.01%
74,321
+60,747
5398
$73K ﹤0.01%
3,900
+876
5399
$73K ﹤0.01%
1,100
+372
5400
$73K ﹤0.01%
10,137
-3,138
214 215
216
217 218