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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
5976
$124K ﹤0.01%
761
-1,073
5977
$124K ﹤0.01%
2,731
5978
$124K ﹤0.01%
12,190
+384
5979
$124K ﹤0.01%
28,419
+8,838
5980
$123K ﹤0.01%
17,218
-16,245
5981
$123K ﹤0.01%
326
+316
5982
$123K ﹤0.01%
4,096
-10,066
5983
$123K ﹤0.01%
62,000
-13,025
5984
$123K ﹤0.01%
2,619
5985
$122K ﹤0.01%
28,662
-7,338
5986
$122K ﹤0.01%
50,348
-1,864
5987
$122K ﹤0.01%
28,071
-2,001
5988
– –
0
5989
$122K ﹤0.01%
53,514
-14,481
5990
$122K ﹤0.01%
3,000
5991
$122K ﹤0.01%
11,456
+73
5992
$121K ﹤0.01%
5,035
+706
5993
$121K ﹤0.01%
6,656
-65,417
5994
$121K ﹤0.01%
21,575
+4,414
5995
$121K ﹤0.01%
3,096
+680
5996
$121K ﹤0.01%
17,140
-1,400
5997
$121K ﹤0.01%
6,667
+1,241
5998
$121K ﹤0.01%
3,313
-15
5999
$121K ﹤0.01%
80,036
+4,011
6000
$121K ﹤0.01%
61,287
-2,583
238 239
240
241 242