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
6001
$10K ﹤0.01%
3,053
6002
$10K ﹤0.01%
500
6003
$10K ﹤0.01%
792
-519
6004
$10K ﹤0.01%
1,040
6005
$10K ﹤0.01%
173
6006
$10K ﹤0.01%
488
-23,401
6007
$10K ﹤0.01%
289
6008
$10K ﹤0.01%
35
+29
6009
$10K ﹤0.01%
1,038
-322
6010
$10K ﹤0.01%
956
-157,143
6011
$10K ﹤0.01%
945
-25,257
6012
$10K ﹤0.01%
179
+113
6013
$10K ﹤0.01%
1,012
+336
6014
$10K ﹤0.01%
+1,066
6015
$10K ﹤0.01%
2,150
-141
6016
$10K ﹤0.01%
610
-7,615
6017
$10K ﹤0.01%
498
6018
$10K ﹤0.01%
+1,066
6019
$10K ﹤0.01%
675
6020
$10K ﹤0.01%
2,340
+2,321
6021
$10K ﹤0.01%
900
6022
$10K ﹤0.01%
1,015
-311
6023
$10K ﹤0.01%
886
-2
6024
$10K ﹤0.01%
+1,000
6025
$10K ﹤0.01%
20,000
239 240
241
242 243