We are live on ! Find out more
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
6201
$85K ﹤0.01%
8,497
6202
$85K ﹤0.01%
32,008
+7,670
6203
$85K ﹤0.01%
47,949
-85,458
6204
$85K ﹤0.01%
2,895
6205
$85K ﹤0.01%
39,266
+8,183
6206
$85K ﹤0.01%
41,793
-496
6207
$85K ﹤0.01%
2,750
-475
6208
$85K ﹤0.01%
20,210
+884
6209
$85K ﹤0.01%
3,887
-41
6210
$85K ﹤0.01%
8,591
6211
$84K ﹤0.01%
749
+558
6212
$84K ﹤0.01%
33,423
+9,523
6213
$84K ﹤0.01%
5,043
-5,583
6214
$84K ﹤0.01%
1,119
+727
6215
$83K ﹤0.01%
5,958
-170
6216
$83K ﹤0.01%
13,107
-390
6217
$83K ﹤0.01%
2,397
+23
6218
$83K ﹤0.01%
1,848
+229
6219
$83K ﹤0.01%
2,210
6220
$83K ﹤0.01%
1,497
-2,027
6221
$83K ﹤0.01%
9,500
-30,301
6222
$83K ﹤0.01%
2,377
+1,855
6223
$83K ﹤0.01%
25,832
+7,018
6224
$83K ﹤0.01%
8,447
6225
$83K ﹤0.01%
3,600
-1,600
247 248
249
250 251