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
7101
$12K ﹤0.01%
4,737
+4,736
7102
$12K ﹤0.01%
271
-693
7103
$12K ﹤0.01%
78
-4,319
7104
$12K ﹤0.01%
563
+1
7105
$12K ﹤0.01%
+500
7106
$12K ﹤0.01%
2,512
+342
7107
$12K ﹤0.01%
200
7108
$12K ﹤0.01%
257
-165
7109
$12K ﹤0.01%
2,800
-1,525
7110
$12K ﹤0.01%
+717
7111
$12K ﹤0.01%
300
-236
7112
$12K ﹤0.01%
3,186
+354
7113
$12K ﹤0.01%
4,609
+813
7114
$12K ﹤0.01%
10,553
+551
7115
$12K ﹤0.01%
2,000
7116
$12K ﹤0.01%
1,262
+35
7117
$12K ﹤0.01%
17,254
-842
7118
$12K ﹤0.01%
825
7119
$12K ﹤0.01%
306
7120
$12K ﹤0.01%
5,904
-1,823
7121
$11K ﹤0.01%
757
+4
7122
$11K ﹤0.01%
645
-7,230
7123
$11K ﹤0.01%
6,667
+1,366
7124
$11K ﹤0.01%
330
7125
$11K ﹤0.01%
+467
283 284
285
286 287