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
6026
$10K ﹤0.01%
900
6027
$10K ﹤0.01%
1,015
-311
6028
$10K ﹤0.01%
886
-2
6029
$10K ﹤0.01%
+1,000
6030
$10K ﹤0.01%
20,000
6031
$9K ﹤0.01%
+220
6032
$9K ﹤0.01%
348
6033
$9K ﹤0.01%
1,115
+21
6034
$9K ﹤0.01%
505
+305
6035
$9K ﹤0.01%
1,209
+24
6036
$9K ﹤0.01%
173
+104
6037
$9K ﹤0.01%
2,300
-1,419
6038
– –
0
6039
$9K ﹤0.01%
513
-191
6040
$9K ﹤0.01%
+90
6041
$9K ﹤0.01%
800
-516
6042
$9K ﹤0.01%
3,751
-2,205
6043
$9K ﹤0.01%
1,405
-191
6044
$9K ﹤0.01%
331
6045
$9K ﹤0.01%
586
-222
6046
$9K ﹤0.01%
60
6047
$9K ﹤0.01%
+835
6048
$9K ﹤0.01%
127
-1,352
6049
$9K ﹤0.01%
1,641
6050
$9K ﹤0.01%
942
-6,324
240 241
242
243 244