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
6401
$60K ﹤0.01%
+6,130
6402
$60K ﹤0.01%
4,937
-925
6403
$59K ﹤0.01%
2,558
-944
6404
$59K ﹤0.01%
8,515
-4,167
6405
$59K ﹤0.01%
1,631
+500
6406
$59K ﹤0.01%
5,956
-5,821
6407
$59K ﹤0.01%
6,027
6408
$59K ﹤0.01%
44,149
-9,238
6409
$58K ﹤0.01%
13,830
-619
6410
$58K ﹤0.01%
945
+400
6411
$58K ﹤0.01%
1,297
-436
6412
$58K ﹤0.01%
4,800
+900
6413
$58K ﹤0.01%
5,606
+45
6414
$57K ﹤0.01%
1,750
6415
$57K ﹤0.01%
11,500
+5,668
6416
$57K ﹤0.01%
+2,231
6417
$57K ﹤0.01%
1,550
+183
6418
$57K ﹤0.01%
1,330
-6,000
6419
$57K ﹤0.01%
5,702
6420
$56K ﹤0.01%
2,561
-6,946
6421
$56K ﹤0.01%
9,073
6422
$56K ﹤0.01%
2,174
+1,104
6423
$56K ﹤0.01%
1,997
-3,675
6424
$56K ﹤0.01%
2,119
-500
6425
$56K ﹤0.01%
1,225
255 256
257
258 259