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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
6076
$8K ﹤0.01%
3,789
-3,074
6077
$8K ﹤0.01%
4,104
-1,118
6078
$8K ﹤0.01%
350
6079
$8K ﹤0.01%
257
6080
$8K ﹤0.01%
+1,554
6081
$8K ﹤0.01%
+686
6082
$7K ﹤0.01%
3,301
-2,173
6083
$7K ﹤0.01%
4
6084
$7K ﹤0.01%
347
+147
6085
$7K ﹤0.01%
13,500
+2,065
6086
$7K ﹤0.01%
574
6087
$7K ﹤0.01%
292
6088
$7K ﹤0.01%
1,180
-550
6089
$7K ﹤0.01%
166
-101
6090
$7K ﹤0.01%
26
-59
6091
$7K ﹤0.01%
2,022
+2,020
6092
$7K ﹤0.01%
209
6093
$7K ﹤0.01%
670
6094
$7K ﹤0.01%
171
+137
6095
$7K ﹤0.01%
1,543
6096
$7K ﹤0.01%
245
6097
$7K ﹤0.01%
1,204
+299
6098
$7K ﹤0.01%
+1
6099
$7K ﹤0.01%
1,518
+1,517
6100
$7K ﹤0.01%
36
-14