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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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 18.53%
2 Healthcare 9.76%
3 Financials 9.11%
4 Consumer Discretionary 8.41%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5651
$230K ﹤0.01%
32,188
+3,575
5652
$230K ﹤0.01%
1,027
-594
5653
$230K ﹤0.01%
1,044
+202
5654
$229K ﹤0.01%
375,571
+57,424
5655
$229K ﹤0.01%
5,955
+248
5656
$229K ﹤0.01%
30,617
-515
5657
$229K ﹤0.01%
14,245
-5,826
5658
$229K ﹤0.01%
68,107
-210,629
5659
$228K ﹤0.01%
9,960
+548
5660
$227K ﹤0.01%
6,345
-675
5661
$227K ﹤0.01%
9,037
+1,815
5662
$225K ﹤0.01%
53,035
5663
$225K ﹤0.01%
12,187
-1,685
5664
$225K ﹤0.01%
54,789
-52,583
5665
$224K ﹤0.01%
37,505
+27,614
5666
$224K ﹤0.01%
+13,087
5667
$224K ﹤0.01%
12,575
-3,886
5668
$224K ﹤0.01%
+9,700
5669
$223K ﹤0.01%
12,805
-6,029
5670
$222K ﹤0.01%
51,095
+8,664
5671
$220K ﹤0.01%
9,101
-1,651
5672
$220K ﹤0.01%
20,548
-2,236
5673
$220K ﹤0.01%
109,505
-241,466
5674
$220K ﹤0.01%
+30,903
5675
$220K ﹤0.01%
14,537
+1,980
225 226
227
228 229