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
4351
$2.14M ﹤0.01%
70,138
-31,152
4352
$2.14M ﹤0.01%
1,657,272
-1,091,027
4353
$2.13M ﹤0.01%
119,651
-10,844
4354
$2.13M ﹤0.01%
266,223
-10,204
4355
$2.13M ﹤0.01%
341,138
-25,980
4356
$2.13M ﹤0.01%
157,740
-77,477
4357
$2.12M ﹤0.01%
537,179
-10,032
4358
$2.12M ﹤0.01%
162,092
-65,581
4359
$2.12M ﹤0.01%
84,859
-4,704
4360
$2.12M ﹤0.01%
162,593
-26,465
4361
$2.12M ﹤0.01%
88,384
-8,090
4362
$2.11M ﹤0.01%
19,941
-493
4363
$2.11M ﹤0.01%
39,216
-14,456
4364
$2.11M ﹤0.01%
98,054
-41,205
4365
$2.1M ﹤0.01%
255,846
+4,177
4366
$2.1M ﹤0.01%
11,627
-8,259
4367
$2.1M ﹤0.01%
276,903
-167,979
4368
$2.09M ﹤0.01%
95,290
+57,312
4369
$2.09M ﹤0.01%
274,958
-86,860
4370
$2.09M ﹤0.01%
300,995
+2,249
4371
$2.09M ﹤0.01%
121,048
+45,638
4372
$2.08M ﹤0.01%
52,916
-46,679
4373
$2.08M ﹤0.01%
161,472
+51,775
4374
$2.08M ﹤0.01%
87,650
+10,803
4375
$2.07M ﹤0.01%
305,953
-1,870
173 174
175
176 177