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
4651
$1.34M ﹤0.01%
28,524
-372
4652
$1.34M ﹤0.01%
75,848
-80,559
4653
$1.34M ﹤0.01%
27,271
+11,629
4654
$1.33M ﹤0.01%
123,522
+76,968
4655
$1.33M ﹤0.01%
80,277
+44,945
4656
$1.33M ﹤0.01%
73,141
+3,579
4657
$1.33M ﹤0.01%
41,679
-14,773
4658
$1.33M ﹤0.01%
17,615
+1,259
4659
$1.33M ﹤0.01%
45,641
-268,645
4660
$1.33M ﹤0.01%
213,455
-36,912
4661
$1.32M ﹤0.01%
163,469
-65,258
4662
$1.32M ﹤0.01%
131,359
-23,638
4663
$1.32M ﹤0.01%
27,492
-31,878
4664
$1.32M ﹤0.01%
219,212
+40,256
4665
$1.31M ﹤0.01%
32,412
-37,886
4666
$1.31M ﹤0.01%
89,737
-956
4667
$1.31M ﹤0.01%
211,649
+11,298
4668
$1.31M ﹤0.01%
153,927
+38,819
4669
$1.31M ﹤0.01%
49,733
-3,354
4670
$1.3M ﹤0.01%
87,311
+19,394
4671
$1.3M ﹤0.01%
99,773
+14,963
4672
$1.3M ﹤0.01%
25,202
-3,447
4673
$1.3M ﹤0.01%
46,254
+3,252
4674
$1.3M ﹤0.01%
112,773
+7,056
4675
$1.3M ﹤0.01%
681,158
+269,685
185 186
187
188 189