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
4601
$1.46M ﹤0.01%
70,044
+39,514
4602
$1.46M ﹤0.01%
42,137
+2,582
4603
$1.45M ﹤0.01%
25,633
+12,486
4604
$1.45M ﹤0.01%
57,623
+23,568
4605
$1.45M ﹤0.01%
452,751
+199,517
4606
$1.44M ﹤0.01%
140,003
+15,123
4607
$1.44M ﹤0.01%
479,398
+9,845
4608
$1.44M ﹤0.01%
32,196
+448
4609
$1.44M ﹤0.01%
45,976
-1,392
4610
$1.43M ﹤0.01%
103,074
+73,323
4611
$1.43M ﹤0.01%
74,376
+3,600
4612
$1.43M ﹤0.01%
52,477
-15,338
4613
$1.42M ﹤0.01%
700,000
4614
$1.42M ﹤0.01%
488,175
+469,272
4615
$1.41M ﹤0.01%
30,241
+116
4616
$1.41M ﹤0.01%
975
-152
4617
$1.41M ﹤0.01%
119,346
+83,030
4618
$1.41M ﹤0.01%
34,312
+13,785
4619
$1.4M ﹤0.01%
56,720
+41,173
4620
$1.39M ﹤0.01%
499,318
-815,349
4621
$1.39M ﹤0.01%
14,856
+482
4622
$1.39M ﹤0.01%
230,211
+166,925
4623
$1.39M ﹤0.01%
17,739
-6,863
4624
$1.39M ﹤0.01%
40,671
+3,923
4625
$1.39M ﹤0.01%
30,963
+7,601
183 184
185
186 187