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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
6576
$40K ﹤0.01%
15,430
-958
6577
$40K ﹤0.01%
1,341
+959
6578
$40K ﹤0.01%
1,515
6579
$40K ﹤0.01%
649
-75,601
6580
$40K ﹤0.01%
4,050
6581
$40K ﹤0.01%
896
6582
$40K ﹤0.01%
1,619
+19
6583
$40K ﹤0.01%
2,543
-2,945
6584
$40K ﹤0.01%
4,031
6585
$40K ﹤0.01%
1,087
+20
6586
$39K ﹤0.01%
3,950
6587
$39K ﹤0.01%
25,000
6588
$39K ﹤0.01%
+1,060
6589
$39K ﹤0.01%
843
-25
6590
$39K ﹤0.01%
1,557
+1,146
6591
$39K ﹤0.01%
1,260
6592
$39K ﹤0.01%
5,847
-68,728
6593
$39K ﹤0.01%
5,770
-38,500
6594
$39K ﹤0.01%
15,559
-344
6595
$39K ﹤0.01%
8,658
-6,976
6596
$39K ﹤0.01%
6,123
+1,001
6597
$39K ﹤0.01%
49,473
6598
– –
0
6599
$38K ﹤0.01%
3,476
+243
6600
$38K ﹤0.01%
1,123
262 263
264
265 266