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
4576
$1.52M ﹤0.01%
46,607
-8,265
4577
$1.51M ﹤0.01%
74,077
+34,488
4578
$1.51M ﹤0.01%
96,321
-60,154
4579
$1.51M ﹤0.01%
318,047
-15,062
4580
$1.51M ﹤0.01%
34,878
-1,145
4581
$1.51M ﹤0.01%
242,461
+134,442
4582
$1.51M ﹤0.01%
108,393
+4,421
4583
$1.51M ﹤0.01%
25,590
-93
4584
$1.5M ﹤0.01%
222,295
-4,191
4585
$1.5M ﹤0.01%
207,989
+6,827
4586
$1.5M ﹤0.01%
272,737
+4,655
4587
$1.49M ﹤0.01%
2,425
+609
4588
$1.49M ﹤0.01%
42,042
-40,508
4589
$1.49M ﹤0.01%
16,119
-4,341
4590
$1.48M ﹤0.01%
68,664
-18,664
4591
$1.48M ﹤0.01%
60,161
-151,844
4592
$1.47M ﹤0.01%
115,599
+1,741
4593
$1.47M ﹤0.01%
110,058
-44,923
4594
$1.47M ﹤0.01%
14,369
-31,032
4595
$1.47M ﹤0.01%
120,382
+11,840
4596
$1.47M ﹤0.01%
110,385
-6,488
4597
$1.47M ﹤0.01%
49,485
+958
4598
$1.46M ﹤0.01%
1,368,309
-125
4599
$1.46M ﹤0.01%
627,793
+21,662
4600
$1.46M ﹤0.01%
77,665
+8,170
182 183
184
185 186