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
4476
$1.77M ﹤0.01%
205,712
+2,979
4477
$1.76M ﹤0.01%
46,041
-1,182
4478
$1.76M ﹤0.01%
205,017
+6,414
4479
$1.76M ﹤0.01%
422,729
+8,649
4480
$1.76M ﹤0.01%
124,480
-127,612
4481
$1.76M ﹤0.01%
314,613
+104
4482
$1.76M ﹤0.01%
157,781
+105,510
4483
$1.75M ﹤0.01%
74,004
+16,806
4484
$1.75M ﹤0.01%
339,782
+315,809
4485
$1.75M ﹤0.01%
128,348
-249,517
4486
$1.75M ﹤0.01%
141,179
+134,715
4487
$1.75M ﹤0.01%
68,925
-32,215
4488
$1.75M ﹤0.01%
54,168
+21,967
4489
$1.74M ﹤0.01%
73,704
+12,672
4490
$1.74M ﹤0.01%
109,895
-14,018
4491
$1.73M ﹤0.01%
809,863
-62,578
4492
$1.73M ﹤0.01%
148,918
+5,690
4493
$1.72M ﹤0.01%
53,968
-13,121
4494
$1.72M ﹤0.01%
64,475
-3,487
4495
$1.72M ﹤0.01%
370,991
-74,221
4496
$1.72M ﹤0.01%
245,512
+1,947
4497
$1.72M ﹤0.01%
33,601
-112
4498
$1.72M ﹤0.01%
85,288
-916,473
4499
$1.71M ﹤0.01%
33,515
-41,752
4500
$1.71M ﹤0.01%
132,647
-694
178 179
180
181 182