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
7076
– –
0
7077
$13K ﹤0.01%
5,548
-184,968
7078
$13K ﹤0.01%
1,364
7079
$13K ﹤0.01%
750
7080
$13K ﹤0.01%
1,334
7081
$13K ﹤0.01%
1,250
+1,050
7082
$13K ﹤0.01%
177
-23
7083
$13K ﹤0.01%
26,955
7084
$13K ﹤0.01%
26,216
-1,433
7085
$13K ﹤0.01%
1,350
7086
$13K ﹤0.01%
334
-10,837
7087
$13K ﹤0.01%
865
+839
7088
$13K ﹤0.01%
400
7089
$13K ﹤0.01%
1,192
+37
7090
$13K ﹤0.01%
220
7091
$12K ﹤0.01%
1,000
+2
7092
$12K ﹤0.01%
2,800
7093
$12K ﹤0.01%
1,318
-213
7094
$12K ﹤0.01%
6,290
+160
7095
$12K ﹤0.01%
3,440
+3,001
7096
– –
0
7097
$12K ﹤0.01%
1,614
+1,514
7098
$12K ﹤0.01%
2,299
+1,178
7099
$12K ﹤0.01%
679
+604
7100
$12K ﹤0.01%
315
+49
282 283
284
285 286