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
4501
$1.71M ﹤0.01%
511,873
-157,926
4502
$1.7M ﹤0.01%
255,347
-70,555
4503
$1.7M ﹤0.01%
278,230
-29,960
4504
$1.7M ﹤0.01%
142,211
-9,567
4505
$1.7M ﹤0.01%
121,193
-73,387
4506
$1.7M ﹤0.01%
114,167
-23,717
4507
$1.69M ﹤0.01%
44,460
+27,933
4508
$1.69M ﹤0.01%
145,241
+30,213
4509
$1.69M ﹤0.01%
54,970
-28,289
4510
$1.69M ﹤0.01%
62,491
+27,442
4511
$1.68M ﹤0.01%
369,140
+3,374
4512
$1.68M ﹤0.01%
53,580
-21,261
4513
$1.68M ﹤0.01%
145,962
-13,650
4514
$1.68M ﹤0.01%
1,136
-373
4515
$1.68M ﹤0.01%
52,836
+1,653
4516
$1.67M ﹤0.01%
56,184
+32,543
4517
$1.67M ﹤0.01%
254,734
+13,989
4518
$1.67M ﹤0.01%
30,871
+3,064
4519
$1.67M ﹤0.01%
73,964
-44,102
4520
$1.66M ﹤0.01%
49,402
-24,327
4521
$1.66M ﹤0.01%
48,621
+28,591
4522
$1.65M ﹤0.01%
72,221
+3,870
4523
$1.65M ﹤0.01%
162,559
+54,277
4524
$1.65M ﹤0.01%
35,713
-15,475
4525
$1.64M ﹤0.01%
77,324
-3,644
179 180
181
182 183