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
4626
$1.39M ﹤0.01%
306,133
+147,761
4627
$1.38M ﹤0.01%
756,032
-117,629
4628
$1.38M ﹤0.01%
236,293
+14,652
4629
$1.38M ﹤0.01%
77,932
+17,534
4630
$1.38M ﹤0.01%
24,686
-2,005
4631
$1.38M ﹤0.01%
1,633
-2,152
4632
$1.38M ﹤0.01%
61,169
-126,390
4633
$1.37M ﹤0.01%
31,719
-2,487
4634
$1.37M ﹤0.01%
133,259
+119,106
4635
$1.37M ﹤0.01%
137,541
-186,873
4636
$1.37M ﹤0.01%
631,485
-281,779
4637
$1.37M ﹤0.01%
55,047
-764
4638
$1.37M ﹤0.01%
+68,776
4639
$1.37M ﹤0.01%
45,814
-6,433
4640
$1.37M ﹤0.01%
493,362
-280,574
4641
$1.36M ﹤0.01%
50,849
-3,751
4642
$1.36M ﹤0.01%
148,314
+4,247
4643
$1.36M ﹤0.01%
45,848
+12,002
4644
$1.35M ﹤0.01%
385,947
-1,004,963
4645
$1.35M ﹤0.01%
120,839
+81,646
4646
$1.35M ﹤0.01%
5,754
-3,863
4647
$1.35M ﹤0.01%
55,442
+35,068
4648
$1.35M ﹤0.01%
46,501
+43,975
4649
$1.35M ﹤0.01%
120,151
+13,272
4650
$1.34M ﹤0.01%
28,586
-2,803
184 185
186
187 188