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
4426
$1.91M ﹤0.01%
94,589
-10,077
4427
$1.9M ﹤0.01%
499,070
-407,470
4428
$1.9M ﹤0.01%
36,426
-2,229
4429
$1.89M ﹤0.01%
134,679
-1,260
4430
$1.89M ﹤0.01%
136,288
-88,414
4431
$1.89M ﹤0.01%
857,468
+83,779
4432
$1.89M ﹤0.01%
46,637
-20,459
4433
$1.88M ﹤0.01%
312,194
-98,029
4434
$1.88M ﹤0.01%
97,452
+44,433
4435
$1.88M ﹤0.01%
41,782
-830
4436
$1.88M ﹤0.01%
199,386
-1,841,570
4437
$1.86M ﹤0.01%
202,888
+99,820
4438
$1.86M ﹤0.01%
128,943
+21,460
4439
$1.86M ﹤0.01%
621,945
+505,412
4440
$1.86M ﹤0.01%
142,477
+4,541
4441
$1.86M ﹤0.01%
69,776
-10,757
4442
$1.86M ﹤0.01%
369,694
-151,258
4443
$1.85M ﹤0.01%
65,471
+24,941
4444
$1.85M ﹤0.01%
111,242
+48,510
4445
$1.85M ﹤0.01%
5,586
-1,961
4446
$1.85M ﹤0.01%
133,517
+1,785
4447
$1.85M ﹤0.01%
48,984
+36,704
4448
$1.85M ﹤0.01%
47,896
+25,699
4449
$1.84M ﹤0.01%
72,456
+14,737
4450
$1.84M ﹤0.01%
148,875
-8,467
176 177
178
179 180