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
7226
$8K ﹤0.01%
+268
7227
$8K ﹤0.01%
366
7228
$8K ﹤0.01%
1,610
-65,139
7229
$8K ﹤0.01%
240
-13
7230
$8K ﹤0.01%
319
+303
7231
$8K ﹤0.01%
5,670
+444
7232
$8K ﹤0.01%
12,661
-42,875
7233
$8K ﹤0.01%
2,077
+380
7234
$8K ﹤0.01%
812
7235
$8K ﹤0.01%
325
+309
7236
$8K ﹤0.01%
12,133
-1,774
7237
$8K ﹤0.01%
+10,000
7238
$8K ﹤0.01%
800
7239
$8K ﹤0.01%
9,450
+898
7240
$7K ﹤0.01%
+400
7241
$7K ﹤0.01%
+2,006
7242
$7K ﹤0.01%
277
7243
$7K ﹤0.01%
15
7244
$7K ﹤0.01%
78
-17,129
7245
$7K ﹤0.01%
2,742
+205
7246
$7K ﹤0.01%
4,500
-4,551
7247
$7K ﹤0.01%
365
7248
$7K ﹤0.01%
1,754
-7,017
7249
$7K ﹤0.01%
2,236
-292
7250
$7K ﹤0.01%
336