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
4551
$1.57M ﹤0.01%
337,297
-35,658
4552
$1.57M ﹤0.01%
39,642
+15,225
4553
$1.57M ﹤0.01%
21,335
-3,080
4554
$1.57M ﹤0.01%
173,825
+60,969
4555
$1.57M ﹤0.01%
27,673
-6,933
4556
$1.56M ﹤0.01%
59,375
-36,108
4557
$1.56M ﹤0.01%
157,125
+35,210
4558
$1.56M ﹤0.01%
41,787
-19,898
4559
$1.56M ﹤0.01%
128,624
-4,964
4560
$1.56M ﹤0.01%
78,082
-19,397
4561
$1.56M ﹤0.01%
103,449
+24,048
4562
$1.56M ﹤0.01%
158,501
+117,273
4563
$1.55M ﹤0.01%
244,066
-25,034
4564
$1.55M ﹤0.01%
65,460
+8,745
4565
$1.55M ﹤0.01%
394,884
-43,361
4566
$1.55M ﹤0.01%
22,971
-2,177
4567
$1.54M ﹤0.01%
316,374
-151,087
4568
$1.54M ﹤0.01%
108,707
-1,568
4569
$1.54M ﹤0.01%
95,655
-311
4570
$1.54M ﹤0.01%
99,845
-50,494
4571
$1.53M ﹤0.01%
25,867
+18,384
4572
$1.53M ﹤0.01%
37,801
-9,284
4573
$1.53M ﹤0.01%
91,922
-830
4574
$1.52M ﹤0.01%
491,623
-2,528
4575
$1.52M ﹤0.01%
18,897
-126,153
181 182
183
184 185