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
4901
$905K ﹤0.01%
49,136
-947,346
4902
$903K ﹤0.01%
10,591
+26
4903
$903K ﹤0.01%
272,788
+36,743
4904
$903K ﹤0.01%
26,895
-580
4905
$901K ﹤0.01%
79,835
-13,784
4906
$900K ﹤0.01%
85,496
-97,511
4907
$900K ﹤0.01%
17,411
+373
4908
$899K ﹤0.01%
52,639
-48,688
4909
$899K ﹤0.01%
24,176
+12,730
4910
$898K ﹤0.01%
18,592
-12,655
4911
$897K ﹤0.01%
2,864
+852
4912
$896K ﹤0.01%
15,460
-31,126
4913
$891K ﹤0.01%
6,471
-1,017
4914
$890K ﹤0.01%
56,012
-32,695
4915
$890K ﹤0.01%
33,962
-4,441
4916
$886K ﹤0.01%
85,069
-10,317
4917
$882K ﹤0.01%
18,553
-61,154
4918
$882K ﹤0.01%
24,548
-3,006
4919
$873K ﹤0.01%
53,862
-38,037
4920
$872K ﹤0.01%
116,768
+4,485
4921
$870K ﹤0.01%
73,448
+37,836
4922
$867K ﹤0.01%
26,557
4923
$866K ﹤0.01%
49,380
+4,976
4924
$865K ﹤0.01%
31,264
-176
4925
$863K ﹤0.01%
98,384
+3,999
195 196
197
198 199