MS · MORGAN STANLEY · Top AI ETF

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Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Asia, Europe, the Middle East, and Africa. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The company offers capital raising and financial advisory services, including services related to the underwriting of debt, equity securities, and other products, as well as advice on mergers and acquisitions, restructurings, and project finance.

Close · 3M

+15.46%

Held by 3 AI ETFs

PQUS0.430%

as of Sep 1

LQAI0.320%

as of Sep 2

AIEQ0.050%

as of Sep 4

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals10

Win rate70% (7/10)

Avg buy return+0.35%

PQUSnow 0.430% of fund4 signals

PQUS · Weight decrease · 2d

weight 0.410% → 0.390% (-0.020 pp)·stock down 0.5% in the 30 days before

Aug 22·entry $214.08·now $217.15

+1.43%

since Aug 22

PQUS · Weight increase · 2d

weight 0.380% → 0.410% (+0.030 pp)·stock down 2.6% in the 30 days before

Aug 8·entry $215.33·now $217.15Fresh

+0.85%

since Aug 8

PQUS · Weight decrease · 2d

weight 0.410% → 0.390% (-0.020 pp)·stock down 0.7% in the 30 days before

Jul 31·entry $210.42·now $217.15

+3.20%

since Jul 31

PQUS · Weight increase · 2d

weight 0.140% → 0.420% (+0.280 pp)·stock up 5.2% in the 30 days before

Jun 26·entry $212.03·now $217.15Drifting

+2.41%

since Jun 26

LQAInow 0.320% of fund1 signal

LQAI · New entry · 1d

weight 0 → 0.210% (new)·stock up 1.7% in the 30 days before

Jul 7·entry $222.04·now $217.15Fresh

-2.20%

since Jul 7

AIEQnow 0.050% of fund12 signals

AIEQ · Sudden change · 1d

weight 1.390% → 0.050% (-1.340 pp)·stock down 0.1% in the 30 days before

Sep 1·entry $211.04·now $217.15

+2.90%

since Sep 1

AIEQ · Weight increase · 2d

weight 1.380% → 1.410% (+0.030 pp)·stock up 1.2% in the 30 days before

Aug 26·entry $214.08·now $217.15Fresh

+1.43%

since Aug 26

AIEQ · Weight decrease · 2d

weight 1.410% → 1.350% (-0.060 pp)·stock down 0.5% in the 30 days before

Aug 21·entry $214.20·now $217.15

+1.38%

since Aug 21

AIEQ · Weight increase · 2d

weight 1.380% → 1.410% (+0.030 pp)·stock down 1.0% in the 30 days before

Aug 19·entry $214.23·now $217.15Fresh

+1.36%

since Aug 19

AIEQ · Weight decrease · 2d

weight 1.400% → 1.380% (-0.020 pp)·stock down 4.4% in the 30 days before

Aug 12·entry $217.64·now $217.15

-0.23%

since Aug 12

AIEQ · Weight increase · 2d

weight 1.340% → 1.400% (+0.060 pp)·stock down 2.6% in the 30 days before

Aug 8·entry $215.33·now $217.15Fresh

+0.85%

since Aug 8

AIEQ · Weight increase · 2d

weight 0.640% → 1.350% (+0.710 pp)·stock down 0.7% in the 30 days before

Aug 2·entry $211.23·now $217.15Drifting

+2.80%

since Aug 2

AIEQ · Weight decrease · 2d

weight 0.670% → 0.640% (-0.030 pp)·stock up 0.5% in the 30 days before

Jul 30·entry $210.06·now $217.15

+3.38%

since Jul 30

AIEQ · Weight increase · 2d

weight 0.650% → 0.680% (+0.030 pp)·stock down 4.8% in the 30 days before

Jul 23·entry $215.18·now $217.15Fresh

+0.92%

since Jul 23

AIEQ · Weight increase · 2d

weight 0.460% → 0.670% (+0.210 pp)·stock down 0.5% in the 30 days before

Jul 3·entry $222.10·now $217.15Fresh

-2.23%

since Jul 3

AIEQ · Weight increase · 2d

stock up 17.7% in the 30 days before

Jun 18·entry $223.17·now $217.15Fresh

-2.70%

since Jun 18

AIEQ · Sudden change · 1d

stock up 11.2% in the 30 days before

May 30·entry $211.01·now $217.15

+2.91%

since May 30

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of Aug 9

AI ETFs like AIEQ and PQUS are showing recent weight increases and accumulation trends for Morgan Stanley, suggesting a positive outlook by these algorithms. This contrasts with the Buffett-style framework's 'Fail' verdict, which cannot endorse the investment due to a lack of critical data needed to assess management, financial health, and intrinsic value.

Circle of CompetenceAs a large, diversified financial institution with significant wealth management assets and a leading market position, Morgan Stanley's overall earning power, though cyclical, is reasonably predictable over a ten-year horizon.
Economic MoatMorgan Stanley benefits from powerful brand recognition, high switching costs for wealth management and institutional clients, and significant regulatory barriers to entry that protect its market position.
ManagementData is insufficient to assess management's candor, discipline in capital allocation, or evidence of significant skin in the game.
Financial HealthHistorical data on 10-year average ROE, stability of operating margins, debt structure, and owner earnings are not available to fully assess financial health against the stated criteria.
Margin of SafetyWithout an intrinsic value estimate derived from projected owner earnings, it is not possible to determine if the current market price offers a sufficient margin of safety.

Morgan Stanley passes the initial circle of competence given its established position and diversified operations in financial services. However, the analysis cannot conclude with a 'Pass' because crucial data concerning management's capital allocation, historical financial health metrics, and a defensible margin of safety are unavailable. Consequently, the company fails the comprehensive value-investing framework due to insufficient information to make a confident assessment on all stages.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.