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
5876
$17K ﹤0.01%
480
5877
$17K ﹤0.01%
859
-2,825
5878
$17K ﹤0.01%
740
5879
$17K ﹤0.01%
146
+140
5880
$17K ﹤0.01%
2,944
+1,171
5881
$17K ﹤0.01%
155
+1
5882
$17K ﹤0.01%
1,043
5883
$17K ﹤0.01%
3,342
-433
5884
$16K ﹤0.01%
4,005
5885
$16K ﹤0.01%
1,005
-1,000
5886
$16K ﹤0.01%
1,478
-16,940
5887
$16K ﹤0.01%
3,500
5888
$16K ﹤0.01%
173
5889
$16K ﹤0.01%
859
+757
5890
$16K ﹤0.01%
612
5891
$16K ﹤0.01%
703
5892
$16K ﹤0.01%
500
-2
5893
$16K ﹤0.01%
5,135
5894
$16K ﹤0.01%
8,206
+8,181
5895
$16K ﹤0.01%
1,612
+611
5896
$16K ﹤0.01%
28,529
+78
5897
$15K ﹤0.01%
11,549
+7,133
5898
$15K ﹤0.01%
2,786
+298
5899
$15K ﹤0.01%
1,300
5900
– –
0
234 235
236
237 238