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
5476
$315K ﹤0.01%
36,416
+15,428
5477
$315K ﹤0.01%
44,728
+3,494
5478
$314K ﹤0.01%
5,399
-2,258
5479
$313K ﹤0.01%
12,216
+699
5480
$313K ﹤0.01%
36,042
-708,573
5481
$311K ﹤0.01%
18,523
+6,425
5482
$311K ﹤0.01%
36,090
+2,390
5483
$311K ﹤0.01%
21,609
-16,218
5484
$311K ﹤0.01%
16,114
+7,399
5485
$310K ﹤0.01%
4,975
+540
5486
$310K ﹤0.01%
13,411
-9,501
5487
$310K ﹤0.01%
5,660
-9,682
5488
$309K ﹤0.01%
21,954
-1,204
5489
$309K ﹤0.01%
22,739
+22,489
5490
$309K ﹤0.01%
96
+7
5491
$308K ﹤0.01%
68,366
+6,526
5492
$307K ﹤0.01%
4,383
-945
5493
$307K ﹤0.01%
18,272
-21,409
5494
$306K ﹤0.01%
58,789
-47,324
5495
$306K ﹤0.01%
17,597
+16
5496
$306K ﹤0.01%
30,749
-57,167
5497
$306K ﹤0.01%
67,167
+953
5498
$305K ﹤0.01%
32,686
+19,444
5499
$304K ﹤0.01%
285,073
-1,544,775
5500
$304K ﹤0.01%
75,929
-3,300
218 219
220
221 222