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 Fund
S&P 500
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 9.02%
4 Communication Services 7.68%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5676
$35K ﹤0.01%
2,030
+1,611
5677
$35K ﹤0.01%
139
-623
5678
$35K ﹤0.01%
1,553
+1,391
5679
$35K ﹤0.01%
3,515
+3,105
5680
$35K ﹤0.01%
1,342
5681
$34K ﹤0.01%
+1,847
5682
$34K ﹤0.01%
19,531
+1,313
5683
$34K ﹤0.01%
31
-32
5684
$34K ﹤0.01%
8,122
+6,292
5685
$34K ﹤0.01%
+30,000
5686
$34K ﹤0.01%
2,000
-1,384
5687
$34K ﹤0.01%
610
+513
5688
$34K ﹤0.01%
4,498
5689
$34K ﹤0.01%
21,083
5690
$34K ﹤0.01%
3,250
5691
$33K ﹤0.01%
983
5692
$33K ﹤0.01%
28,278
+20,241
5693
$33K ﹤0.01%
11,712
5694
$33K ﹤0.01%
3,295
5695
$33K ﹤0.01%
1,872
+500
5696
$32K ﹤0.01%
1,069
+940
5697
$32K ﹤0.01%
53
-796
5698
$32K ﹤0.01%
5,245
+1,732
5699
$32K ﹤0.01%
6,114
+4,601
5700
$32K ﹤0.01%
+3
226 227
228
229 230