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
5701
$32K ﹤0.01%
1,375
-50
5702
– –
0
5703
$32K ﹤0.01%
5,064
+2,800
5704
$32K ﹤0.01%
2,780
-135
5705
$32K ﹤0.01%
4,889
+3,893
5706
$32K ﹤0.01%
1,368
-7,513
5707
$32K ﹤0.01%
+1,959
5708
$32K ﹤0.01%
6,169
-7,177
5709
$32K ﹤0.01%
397
+76
5710
$32K ﹤0.01%
3,585
-83,327
5711
$32K ﹤0.01%
2,757
-69
5712
$32K ﹤0.01%
8,283
+7,307
5713
$31K ﹤0.01%
1,432
-1,653
5714
$31K ﹤0.01%
2,215
-3,728
5715
$31K ﹤0.01%
1,790
5716
$31K ﹤0.01%
3,233
5717
$31K ﹤0.01%
97
+90
5718
$31K ﹤0.01%
3,161
+45
5719
$30K ﹤0.01%
8,752
-28,608
5720
$30K ﹤0.01%
6,522
-27,636
5721
$30K ﹤0.01%
4,997
-542
5722
$30K ﹤0.01%
2,472
+478
5723
$30K ﹤0.01%
1,621
-107
5724
$30K ﹤0.01%
1,310
-1,251
5725
$30K ﹤0.01%
4,300
227 228
229
230 231