Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$741B
AUM Growth
-$68.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,467
New
Increased
Reduced
Closed

Top Buys

1
+$1.86B
2
+$1.82B
3
+$1.59B
4
TSM icon
TSMC
TSM
+$1.34B
5
CPNG icon
Coupang
CPNG
+$1.27B

Top Sells

1
+$2.61B
2
+$1.48B
3
+$1.35B
4
AAPL icon
Apple
AAPL
+$1.24B
5
TWTR
Twitter, Inc.
TWTR
+$1.18B

Sector Composition

1 Technology 18.55%
2 Healthcare 9.76%
3 Financials 9.11%
4 Consumer Discretionary 8.4%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
$10.8M ﹤0.01%
228,627
-32,957
2802
$10.8M ﹤0.01%
360,497
-148,222
2803
$10.8M ﹤0.01%
722,208
-159,085
2804
$10.7M ﹤0.01%
294,965
+13,653
2805
$10.7M ﹤0.01%
376,116
+111,489
2806
$10.7M ﹤0.01%
1,898,426
+159,651
2807
$10.7M ﹤0.01%
263,657
-14,692
2808
$10.7M ﹤0.01%
5,458
-278
2809
$10.7M ﹤0.01%
223,336
+39,003
2810
$10.7M ﹤0.01%
212,576
+109,894
2811
$10.7M ﹤0.01%
251,686
+30,487
2812
$10.7M ﹤0.01%
904,825
+93,569
2813
$10.7M ﹤0.01%
1,266,591
+165,714
2814
$10.7M ﹤0.01%
516,296
+249,809
2815
$10.7M ﹤0.01%
128,251
+21,365
2816
$10.7M ﹤0.01%
214,337
-77,304
2817
$10.7M ﹤0.01%
419,837
-232,589
2818
$10.7M ﹤0.01%
826,696
+199,592
2819
$10.6M ﹤0.01%
1,209,168
+340,434
2820
$10.6M ﹤0.01%
795,611
-112,473
2821
$10.6M ﹤0.01%
653,212
+185,202
2822
$10.6M ﹤0.01%
2,960,031
+2,671,820
2823
$10.6M ﹤0.01%
449,357
+113,637
2824
$10.6M ﹤0.01%
1,329,298
-984,039
2825
$10.6M ﹤0.01%
561,957
-34,962
111 112
113
114 115