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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
7026
$15K ﹤0.01%
1,759
7027
$15K ﹤0.01%
1,471
-33,415
7028
$15K ﹤0.01%
+197
7029
$15K ﹤0.01%
562
7030
$15K ﹤0.01%
578
-299
7031
$15K ﹤0.01%
+4,019
7032
$15K ﹤0.01%
7,521
-2,779
7033
$15K ﹤0.01%
487
7034
$14K ﹤0.01%
1,386
7035
$14K ﹤0.01%
+1,038
7036
$14K ﹤0.01%
+885
7037
$14K ﹤0.01%
700
7038
$14K ﹤0.01%
4,956
-1,012
7039
$14K ﹤0.01%
278
+235
7040
$14K ﹤0.01%
601
+101
7041
$14K ﹤0.01%
420
7042
$14K ﹤0.01%
1,900
+1,857
7043
$14K ﹤0.01%
2,196
-1,304
7044
$14K ﹤0.01%
1
7045
$14K ﹤0.01%
1,391
+1,384
7046
$14K ﹤0.01%
63
-213
7047
$14K ﹤0.01%
150
+76
7048
$14K ﹤0.01%
333
7049
$14K ﹤0.01%
2,500
+1,700
7050
$14K ﹤0.01%
1,682
+731