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
6601
$38K ﹤0.01%
3,476
+243
6602
$38K ﹤0.01%
1,123
6603
$38K ﹤0.01%
17,496
-4,408
6604
$38K ﹤0.01%
1,654
6605
$38K ﹤0.01%
1,267
-2,692
6606
$38K ﹤0.01%
4,445
-7,103
6607
$38K ﹤0.01%
1,483
+95
6608
$38K ﹤0.01%
3,718
6609
$38K ﹤0.01%
9,359
-3,554
6610
$38K ﹤0.01%
3,900
6611
$37K ﹤0.01%
4,078
-248
6612
$37K ﹤0.01%
+1,081
6613
$37K ﹤0.01%
5,082
+721
6614
$37K ﹤0.01%
14,273
-1,717
6615
$37K ﹤0.01%
26,977
+9,504
6616
$37K ﹤0.01%
1,438
-1,784
6617
$37K ﹤0.01%
2,301
-200
6618
$37K ﹤0.01%
1,161
+1,011
6619
$37K ﹤0.01%
12,303
+4,114
6620
$37K ﹤0.01%
1,764
-54,317
6621
$37K ﹤0.01%
900
+750
6622
$37K ﹤0.01%
2,389
+750
6623
$37K ﹤0.01%
3,714
6624
$37K ﹤0.01%
3,756
6625
$37K ﹤0.01%
3,800
-1,000
263 264
265
266 267