We are live on ! Find out more
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
7376
$4K ﹤0.01%
998
-27,528
7377
$4K ﹤0.01%
60
7378
0
7379
$4K ﹤0.01%
100
7380
$4K ﹤0.01%
209
+205
7381
$4K ﹤0.01%
400
+300
7382
$4K ﹤0.01%
968
-12,596
7383
$4K ﹤0.01%
+135
7384
$4K ﹤0.01%
1,000
-20
7385
$4K ﹤0.01%
+1,881
7386
$4K ﹤0.01%
125
7387
0
7388
$4K ﹤0.01%
100
7389
$4K ﹤0.01%
150
7390
$4K ﹤0.01%
+100
7391
$4K ﹤0.01%
376
-1,187
7392
$4K ﹤0.01%
400
7393
$4K ﹤0.01%
9,536
7394
$4K ﹤0.01%
188
-2,000
7395
$4K ﹤0.01%
3,988
7396
$4K ﹤0.01%
11,842
7397
$4K ﹤0.01%
66
-3
7398
$4K ﹤0.01%
20,000
7399
$4K ﹤0.01%
1,337
-904
7400
$4K ﹤0.01%
63
+2