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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
6801
$26K ﹤0.01%
169
-18
6802
$26K ﹤0.01%
744
-2
6803
$26K ﹤0.01%
2,000
6804
$26K ﹤0.01%
1,916
-1,278
6805
$26K ﹤0.01%
71,430
+70,000
6806
$25K ﹤0.01%
2,495
6807
$25K ﹤0.01%
1,049
-461
6808
$25K ﹤0.01%
436
-393
6809
$25K ﹤0.01%
670
-1,850
6810
$25K ﹤0.01%
541
-3,973
6811
$25K ﹤0.01%
495
6812
$25K ﹤0.01%
400
6813
– –
0
6814
$25K ﹤0.01%
23,917
-1,269,046
6815
$25K ﹤0.01%
1,500
6816
$25K ﹤0.01%
554
-1,288
6817
$25K ﹤0.01%
8,491
-80,965
6818
$25K ﹤0.01%
2,532
6819
$25K ﹤0.01%
879
-4,302
6820
$25K ﹤0.01%
951
-353
6821
$25K ﹤0.01%
2,357
+876
6822
$25K ﹤0.01%
2,959
+274
6823
$25K ﹤0.01%
1,090
-9
6824
$25K ﹤0.01%
69,100
-27,498
6825
$25K ﹤0.01%
2,416
-1,800
271 272
273
274 275