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
6101
$100K ﹤0.01%
17,144
+8,775
6102
$99K ﹤0.01%
18,181
+16,221
6103
$99K ﹤0.01%
5,396
-2,860
6104
$99K ﹤0.01%
28,150
-502
6105
$99K ﹤0.01%
39
+3
6106
$99K ﹤0.01%
313
+251
6107
$99K ﹤0.01%
3,500
6108
$99K ﹤0.01%
16,281
+10,234
6109
$98K ﹤0.01%
3,359
6110
$98K ﹤0.01%
8,109
-4,011
6111
$98K ﹤0.01%
41,477
-60,306
6112
$97K ﹤0.01%
2,256
-79
6113
$97K ﹤0.01%
53,659
+156
6114
$97K ﹤0.01%
3,000
6115
$97K ﹤0.01%
276
-580
6116
$97K ﹤0.01%
35,406
+34,405
6117
$97K ﹤0.01%
10,669
+1,498
6118
$97K ﹤0.01%
2,500
6119
$97K ﹤0.01%
9,764
-11,829
6120
$97K ﹤0.01%
9,851
-182
6121
$96K ﹤0.01%
35,840
-12,546
6122
$96K ﹤0.01%
12,440
-32,118
6123
$96K ﹤0.01%
14,504
-7,103
6124
$96K ﹤0.01%
3,171
+833
6125
$96K ﹤0.01%
+787
243 244
245
246 247