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
3926
$3.63M ﹤0.01%
295,034
+6,321
3927
$3.63M ﹤0.01%
176,391
+19,089
3928
$3.63M ﹤0.01%
445,083
-36,958
3929
$3.63M ﹤0.01%
284,565
+97,098
3930
$3.63M ﹤0.01%
59,458
-36,047
3931
$3.62M ﹤0.01%
1,235,989
-37,986
3932
$3.62M ﹤0.01%
58,028
-13,001
3933
$3.62M ﹤0.01%
440,076
-11,950
3934
$3.62M ﹤0.01%
45,723
-46,378
3935
$3.61M ﹤0.01%
44,294
-2,055
3936
$3.61M ﹤0.01%
848,437
-454,345
3937
$3.61M ﹤0.01%
141,847
-120,501
3938
$3.6M ﹤0.01%
252,574
+1,787
3939
$3.59M ﹤0.01%
45,161
-2,655
3940
$3.59M ﹤0.01%
355,529
+148,355
3941
$3.59M ﹤0.01%
121,273
-18,235
3942
$3.59M ﹤0.01%
137,010
-25,840
3943
$3.58M ﹤0.01%
136,169
-2,425
3944
$3.58M ﹤0.01%
100,363
-88,576
3945
$3.57M ﹤0.01%
185,387
-94,190
3946
$3.55M ﹤0.01%
102,919
+17,154
3947
$3.54M ﹤0.01%
187,035
+7,091
3948
$3.53M ﹤0.01%
288,766
+46
3949
$3.53M ﹤0.01%
172,142
+4,413
3950
$3.52M ﹤0.01%
153,944
-29,858
156 157
158
159 160