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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
6376
$1K ﹤0.01%
61
-931
6377
$1K ﹤0.01%
150
6378
$1K ﹤0.01%
49
6379
$1K ﹤0.01%
114
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6380
$1K ﹤0.01%
1,800
+1,799
6381
$1K ﹤0.01%
3,000
6382
$1K ﹤0.01%
+266
6383
$1K ﹤0.01%
1,313
-299
6384
$1K ﹤0.01%
2,680
+1,763
6385
$1K ﹤0.01%
1,169
+5
6386
$1K ﹤0.01%
50
6387
$1K ﹤0.01%
59
6388
$1K ﹤0.01%
3,149
-340
6389
$1K ﹤0.01%
+125
6390
$1K ﹤0.01%
15
-10
6391
$1K ﹤0.01%
38
-935
6392
$1K ﹤0.01%
7
-3
6393
$1K ﹤0.01%
59
+38
6394
$1K ﹤0.01%
25
6395
$1K ﹤0.01%
300
6396
$1K ﹤0.01%
61
-1,222
6397
$1K ﹤0.01%
12
-11
6398
$1K ﹤0.01%
142
-227
6399
$1K ﹤0.01%
100
-146
6400
$1K ﹤0.01%
2,525
254 255
256
257 258