Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$758B
AUM Growth
+$77.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.49B
2
+$1.3B
3
+$1.1B
4
W icon
Wayfair
W
+$1.05B
5
MSFT icon
Microsoft
MSFT
+$708M

Top Sells

1
+$6.83B
2
+$2.24B
3
+$1.48B
4
ISRG icon
Intuitive Surgical
ISRG
+$1.39B
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.23B

Sector Composition

1 Technology 20.1%
2 Healthcare 9.79%
3 Consumer Discretionary 9.12%
4 Communication Services 9.08%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3576
$5.82M ﹤0.01%
18,086
+11,686
3577
$5.82M ﹤0.01%
78,231
+77,504
3578
$5.81M ﹤0.01%
814,210
+177,072
3579
$5.81M ﹤0.01%
1,957,351
-372,529
3580
$5.81M ﹤0.01%
226,025
-35,368
3581
$5.79M ﹤0.01%
370,440
+24,284
3582
$5.79M ﹤0.01%
153,471
+9,536
3583
$5.79M ﹤0.01%
213,161
-1,778
3584
$5.79M ﹤0.01%
58,212
+31,123
3585
$5.79M ﹤0.01%
428,629
+46,128
3586
$5.78M ﹤0.01%
331,132
+84,560
3587
$5.78M ﹤0.01%
139,393
+40,478
3588
$5.77M ﹤0.01%
12,234
+449
3589
$5.75M ﹤0.01%
741,677
-16,923
3590
$5.75M ﹤0.01%
497,691
-4,794
3591
$5.75M ﹤0.01%
163,169
+113,230
3592
$5.74M ﹤0.01%
47,431
-3,406
3593
$5.74M ﹤0.01%
424,880
-15,719
3594
$5.73M ﹤0.01%
273,985
+5,268
3595
$5.72M ﹤0.01%
71,651
+24,556
3596
$5.71M ﹤0.01%
417,175
+33,026
3597
$5.71M ﹤0.01%
183,020
+20,724
3598
$5.69M ﹤0.01%
2,830,951
+193
3599
$5.68M ﹤0.01%
122,735
+32,726
3600
$5.68M ﹤0.01%
125,370
+3,673
142 143
144
145 146