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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
6276
$75K ﹤0.01%
2,770
+558
6277
$74K ﹤0.01%
10,945
-6,552
6278
$74K ﹤0.01%
+7,300
6279
$74K ﹤0.01%
673
6280
$74K ﹤0.01%
1,866
+460
6281
$74K ﹤0.01%
2,678
+2,282
6282
$73K ﹤0.01%
9,444
+575
6283
$73K ﹤0.01%
3,641
-3,830
6284
$73K ﹤0.01%
7,711
+5
6285
$73K ﹤0.01%
30,321
-109,895
6286
$73K ﹤0.01%
18,991
+16,660
6287
$73K ﹤0.01%
215
-140
6288
$72K ﹤0.01%
150,846
+119,439
6289
$72K ﹤0.01%
5,142
-4,006
6290
$72K ﹤0.01%
8,019
-750
6291
$72K ﹤0.01%
1,907
-462
6292
$72K ﹤0.01%
14,372
-2,048
6293
$72K ﹤0.01%
7,400
-203
6294
$71K ﹤0.01%
1
6295
$71K ﹤0.01%
3,000
-900
6296
$71K ﹤0.01%
7,851
+6,151
6297
$71K ﹤0.01%
7,228
+6,025
6298
$71K ﹤0.01%
1,155
-968
6299
$71K ﹤0.01%
1,678
+444
6300
$71K ﹤0.01%
28,496
-62,137
250 251
252
253 254