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
4376
$2.07M ﹤0.01%
63,829
+6,732
4377
$2.07M ﹤0.01%
63,710
+21,506
4378
$2.07M ﹤0.01%
35,632
-7,748
4379
$2.07M ﹤0.01%
94,798
+11,832
4380
$2.06M ﹤0.01%
90,832
+12,073
4381
$2.06M ﹤0.01%
143,554
-22,976
4382
$2.06M ﹤0.01%
33,171
-44,434
4383
$2.06M ﹤0.01%
58,027
-6,220
4384
$2.05M ﹤0.01%
221,748
+61,288
4385
$2.05M ﹤0.01%
208,148
+3,881
4386
$2.04M ﹤0.01%
225,106
+19,522
4387
$2.04M ﹤0.01%
200,071
+26,391
4388
$2.04M ﹤0.01%
105,035
+35,062
4389
$2.04M ﹤0.01%
126,145
+8,853
4390
$2.03M ﹤0.01%
295,550
+235,902
4391
$2.03M ﹤0.01%
210,760
-51,384
4392
$2.03M ﹤0.01%
176,362
-3,753
4393
$2.03M ﹤0.01%
90,693
-1,106
4394
$2.02M ﹤0.01%
72,136
-18,831
4395
$2.02M ﹤0.01%
82,927
+33,992
4396
$2.02M ﹤0.01%
539,310
+218,776
4397
$2.02M ﹤0.01%
62,571
-660
4398
$2.02M ﹤0.01%
109,372
+34,555
4399
$2.02M ﹤0.01%
40,411
+843
4400
$2.02M ﹤0.01%
48,029
+2,676
174 175
176
177 178