Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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
6676
$33K ﹤0.01%
3,418
-904
6677
$33K ﹤0.01%
5
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6678
$33K ﹤0.01%
9,063
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6679
$33K ﹤0.01%
2,644
-5,565
6680
$33K ﹤0.01%
7,630
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6681
$33K ﹤0.01%
4,601
6682
$33K ﹤0.01%
162
-27
6683
$33K ﹤0.01%
7,525
+1,049
6684
$33K ﹤0.01%
4,475
+3,543
6685
$33K ﹤0.01%
9,427
+1,120
6686
$33K ﹤0.01%
+2,247
6687
$32K ﹤0.01%
1,173
6688
$32K ﹤0.01%
47,099
+26,051
6689
$32K ﹤0.01%
8,597
+7,028
6690
$32K ﹤0.01%
2,190
-421
6691
$32K ﹤0.01%
+1,285
6692
$32K ﹤0.01%
15,263
+7,475
6693
$32K ﹤0.01%
1,192
+385
6694
$32K ﹤0.01%
2,542
+1,457
6695
$32K ﹤0.01%
3,168
-7,718
6696
$32K ﹤0.01%
3,239
-2,290
6697
$32K ﹤0.01%
+3,221
6698
$32K ﹤0.01%
3,063
6699
$32K ﹤0.01%
3,142
-2,110
6700
$31K ﹤0.01%
975
266 267
268
269 270