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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
6551
$43K ﹤0.01%
1,462
+1,016
6552
$43K ﹤0.01%
4,414
-5,650
6553
$43K ﹤0.01%
20,426
+1,617
6554
$43K ﹤0.01%
1,059
-371
6555
$43K ﹤0.01%
1,441
6556
$43K ﹤0.01%
3,466
+870
6557
$42K ﹤0.01%
319
-1,493
6558
$42K ﹤0.01%
1,241
-358
6559
$42K ﹤0.01%
+134
6560
$42K ﹤0.01%
1,032
+217
6561
$42K ﹤0.01%
+32,800
6562
$42K ﹤0.01%
616
+164
6563
$41K ﹤0.01%
8,363
-60,201
6564
$41K ﹤0.01%
1,500
6565
$41K ﹤0.01%
15,380
-6,061
6566
$41K ﹤0.01%
4,607
-38
6567
$41K ﹤0.01%
1,197
-2
6568
$41K ﹤0.01%
1,656
6569
$40K ﹤0.01%
1,056
-992
6570
$40K ﹤0.01%
37,734
+14,600
6571
$40K ﹤0.01%
3,996
-600
6572
$40K ﹤0.01%
6,614
+138
6573
$40K ﹤0.01%
6,225
-12,725
6574
$40K ﹤0.01%
1,720
-199
6575
$40K ﹤0.01%
1,928
261 262
263
264 265