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
6401
$1K ﹤0.01%
59
6402
$1K ﹤0.01%
+125
6403
– –
-2
6404
$0 ﹤0.01%
11
-280
6405
– –
-25
6406
– –
-7,898
6407
$0 ﹤0.01%
50
6408
$0 ﹤0.01%
3
-2,881,827
6409
– –
-76
6410
– –
-600
6411
– –
-6,061,334
6412
– –
-40,412
6413
– –
-100
6414
– –
-128
6415
$0 ﹤0.01%
1
6416
$0 ﹤0.01%
1
-2,157
6417
$0 ﹤0.01%
201
-14,434
6418
$0 ﹤0.01%
187
-9,934
6419
– –
-474,488
6420
– –
-315,987
6421
– –
-6,643
6422
– –
-197,469
6423
– –
-84
6424
– –
-310,751
6425
– –
-2,267,403
255 256
257
258 259