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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
5501
$57K ﹤0.01%
8,404
-690
5502
$57K ﹤0.01%
5,353
+1,071
5503
$57K ﹤0.01%
31,265
-5,590
5504
$57K ﹤0.01%
4,653
+245
5505
$57K ﹤0.01%
350
+334
5506
$57K ﹤0.01%
15,566
-112
5507
$57K ﹤0.01%
4,152
-93,137
5508
$57K ﹤0.01%
1,654
5509
$57K ﹤0.01%
25,311
-12,123
5510
$56K ﹤0.01%
311
+35
5511
$56K ﹤0.01%
3,621
+1,823
5512
$56K ﹤0.01%
7,995
-15,590
5513
$56K ﹤0.01%
3,278
+3,261
5514
$56K ﹤0.01%
1,032
-261
5515
$56K ﹤0.01%
6,300
+5,400
5516
$56K ﹤0.01%
913
+793
5517
$56K ﹤0.01%
16,594
+12,451
5518
$56K ﹤0.01%
1,201
-97
5519
$56K ﹤0.01%
1,815
+1,452
5520
$55K ﹤0.01%
1,292
-582
5521
$55K ﹤0.01%
3,021
+2,835
5522
$55K ﹤0.01%
9,317
+1,014
5523
$55K ﹤0.01%
970
5524
$55K ﹤0.01%
10,347
-12,354
5525
$55K ﹤0.01%
30,761
+13,032
219 220
221
222 223