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
7526
$2K ﹤0.01%
56
-1,708
7527
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51
-420
7528
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20
+17
7529
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492
+491
7530
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25
-946
7531
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113
+13
7532
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487
+165
7533
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1,009
+9
7534
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1,000
7535
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200
7536
$2K ﹤0.01%
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7537
$2K ﹤0.01%
1,266
-9,016
7538
$2K ﹤0.01%
+3,000
7539
$2K ﹤0.01%
+1,275
7540
$2K ﹤0.01%
200
7541
$2K ﹤0.01%
1
7542
$2K ﹤0.01%
673
7543
$2K ﹤0.01%
6,000
-10
7544
$2K ﹤0.01%
250
7545
$2K ﹤0.01%
220
7546
$2K ﹤0.01%
625
-14
7547
$2K ﹤0.01%
200
-50,000
7548
$2K ﹤0.01%
+1,615
7549
$2K ﹤0.01%
+241
7550
$2K ﹤0.01%
3,562
+2,400
300 301
302
303 304