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
5726
$30K ﹤0.01%
1,106
-440
5727
$30K ﹤0.01%
4,774
+4,425
5728
$30K ﹤0.01%
8,752
-28,608
5729
$29K ﹤0.01%
+2,000
5730
$29K ﹤0.01%
2,806
-1,341
5731
$29K ﹤0.01%
21
+10
5732
$29K ﹤0.01%
472
5733
$29K ﹤0.01%
4,484
+3,252
5734
$29K ﹤0.01%
378
+352
5735
$29K ﹤0.01%
12,444
+10,261
5736
$28K ﹤0.01%
9,513
+860
5737
$28K ﹤0.01%
850
+848
5738
$28K ﹤0.01%
430
5739
$28K ﹤0.01%
556
-100
5740
$28K ﹤0.01%
2,387
+2,114
5741
$28K ﹤0.01%
3,049
-551
5742
$28K ﹤0.01%
281
-7,495
5743
$28K ﹤0.01%
9,865
-298
5744
$28K ﹤0.01%
757
5745
$28K ﹤0.01%
14,048
-507
5746
$28K ﹤0.01%
2,425
-6,053
5747
$28K ﹤0.01%
1,131
-47
5748
$28K ﹤0.01%
500
5749
$27K ﹤0.01%
1,362
5750
$27K ﹤0.01%
1,252
228 229
230
231 232