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
4401
$2.01M ﹤0.01%
69,742
-3,635
4402
$2.01M ﹤0.01%
32,719
+9,913
4403
$2.01M ﹤0.01%
340,497
-31,306
4404
$2M ﹤0.01%
314,832
-25,121
4405
$2M ﹤0.01%
40,831
-1,595
4406
$1.99M ﹤0.01%
79,049
-1,423
4407
$1.99M ﹤0.01%
50,963
+19,901
4408
$1.98M ﹤0.01%
120,053
-45,810
4409
$1.98M ﹤0.01%
52,131
-13,909
4410
$1.98M ﹤0.01%
157,270
-5,613
4411
$1.98M ﹤0.01%
250,200
+76,813
4412
$1.98M ﹤0.01%
38,739
-7,738
4413
$1.98M ﹤0.01%
120,806
-10,153
4414
$1.97M ﹤0.01%
39,700
+5,596
4415
$1.97M ﹤0.01%
187,733
+8,713
4416
$1.97M ﹤0.01%
58,213
+44,549
4417
$1.97M ﹤0.01%
347,852
-34,128
4418
$1.95M ﹤0.01%
266,322
+89,163
4419
$1.95M ﹤0.01%
173,804
+3,275
4420
$1.94M ﹤0.01%
179,300
-49,613
4421
$1.94M ﹤0.01%
9,118
-28,438
4422
$1.93M ﹤0.01%
167,058
+21,466
4423
$1.92M ﹤0.01%
419,077
+239,551
4424
$1.91M ﹤0.01%
127,159
+55,615
4425
$1.91M ﹤0.01%
266,574
+8,253
175 176
177
178 179