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
4526
$1.64M ﹤0.01%
81,494
+274
4527
$1.64M ﹤0.01%
77,230
-1,656
4528
$1.64M ﹤0.01%
200,008
-37,990
4529
$1.64M ﹤0.01%
40,803
-6,057
4530
$1.64M ﹤0.01%
88,584
+25,629
4531
$1.64M ﹤0.01%
118,132
+16,350
4532
$1.64M ﹤0.01%
251,476
-130,935
4533
$1.63M ﹤0.01%
32,689
+24,802
4534
$1.62M ﹤0.01%
97,362
-23,962
4535
$1.62M ﹤0.01%
54,300
+14,107
4536
$1.62M ﹤0.01%
212,849
-188,712
4537
$1.61M ﹤0.01%
137,609
+6,003
4538
$1.61M ﹤0.01%
366,238
-4,029
4539
$1.61M ﹤0.01%
135,289
+65,483
4540
$1.61M ﹤0.01%
201,186
-188,004
4541
$1.61M ﹤0.01%
263,029
+75,853
4542
$1.6M ﹤0.01%
46,452
-10,893
4543
$1.59M ﹤0.01%
115,349
+81,987
4544
$1.59M ﹤0.01%
46,313
+6,346
4545
$1.59M ﹤0.01%
41,526
-10,891
4546
$1.59M ﹤0.01%
262,935
-131,571
4547
$1.59M ﹤0.01%
356,212
+121,817
4548
$1.59M ﹤0.01%
108,274
-1,859
4549
$1.59M ﹤0.01%
174,832
-552
4550
$1.57M ﹤0.01%
353,150
+179,946
180 181
182
183 184