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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
6976
$17K ﹤0.01%
1,700
6977
$17K ﹤0.01%
630
+110
6978
$17K ﹤0.01%
352
+2
6979
$17K ﹤0.01%
10,830
-5,074
6980
$17K ﹤0.01%
1,693
6981
$17K ﹤0.01%
1,658
+258
6982
$16K ﹤0.01%
877
6983
$16K ﹤0.01%
119
6984
$16K ﹤0.01%
1,151
-6,334
6985
$16K ﹤0.01%
7,031
+1,125
6986
$16K ﹤0.01%
500
6987
$16K ﹤0.01%
7,313
+1,342
6988
$16K ﹤0.01%
3,771
-1,857
6989
$16K ﹤0.01%
6,339
-1,566
6990
$16K ﹤0.01%
595
6991
$16K ﹤0.01%
886
-150
6992
$16K ﹤0.01%
9,111
+9
6993
$16K ﹤0.01%
1,262
+3
6994
$16K ﹤0.01%
1,712
6995
$16K ﹤0.01%
4,900
+3,197
6996
$16K ﹤0.01%
+65
6997
$16K ﹤0.01%
3,822
6998
$16K ﹤0.01%
470
6999
$16K ﹤0.01%
332
7000
$16K ﹤0.01%
1,571
-34,177
278 279
280
281 282