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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
6001
$10K ﹤0.01%
602
+2
6002
$10K ﹤0.01%
362
6003
$10K ﹤0.01%
2,648
-2,373
6004
$10K ﹤0.01%
594
6005
$10K ﹤0.01%
1,026
+960
6006
$10K ﹤0.01%
3,053
6007
$10K ﹤0.01%
1,051
-224
6008
$10K ﹤0.01%
500
6009
$10K ﹤0.01%
792
-519
6010
$10K ﹤0.01%
1,040
6011
$10K ﹤0.01%
488
-23,401
6012
$10K ﹤0.01%
289
6013
$10K ﹤0.01%
35
+29
6014
$10K ﹤0.01%
1,038
-322
6015
$10K ﹤0.01%
956
-157,143
6016
$10K ﹤0.01%
945
-25,257
6017
$10K ﹤0.01%
179
+113
6018
$10K ﹤0.01%
1,012
+336
6019
$10K ﹤0.01%
2,150
-141
6020
$10K ﹤0.01%
610
-7,615
6021
$10K ﹤0.01%
498
6022
$10K ﹤0.01%
+1,066
6023
$10K ﹤0.01%
675
6024
$10K ﹤0.01%
2,340
+2,321
6025
$10K ﹤0.01%
900
239 240
241
242 243