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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
6501
$48K ﹤0.01%
2,091
+528
6502
$48K ﹤0.01%
1,894
-259
6503
$48K ﹤0.01%
19,202
+446
6504
$47K ﹤0.01%
52
-561
6505
$47K ﹤0.01%
6,732
+4,732
6506
$47K ﹤0.01%
82
6507
$47K ﹤0.01%
1,271
+690
6508
$47K ﹤0.01%
27,629
+4,684
6509
$47K ﹤0.01%
4,586
6510
$47K ﹤0.01%
9,453
+2,185
6511
$47K ﹤0.01%
5,682
-4,440
6512
$47K ﹤0.01%
12,385
-42,335
6513
$47K ﹤0.01%
4,804
-20,499
6514
$47K ﹤0.01%
3,647
-44,415
6515
$46K ﹤0.01%
1,066
+239
6516
$46K ﹤0.01%
1,444
6517
$46K ﹤0.01%
1,519
-6,386
6518
$46K ﹤0.01%
7,312
-3,504
6519
$46K ﹤0.01%
2,458
-80
6520
$46K ﹤0.01%
6,973
-25,825
6521
$46K ﹤0.01%
2,000
-800
6522
$46K ﹤0.01%
1,853
+384
6523
$46K ﹤0.01%
3
-2
6524
$46K ﹤0.01%
4,592
-405
6525
$46K ﹤0.01%
14,819
+3,344
259 260
261
262 263