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
3626
$5.5M ﹤0.01%
706,004
+577,271
3627
$5.5M ﹤0.01%
388,666
-527,138
3628
$5.5M ﹤0.01%
333,284
+45,677
3629
$5.49M ﹤0.01%
541,573
+311,358
3630
$5.47M ﹤0.01%
364,864
+266,001
3631
$5.47M ﹤0.01%
733,295
+525,356
3632
$5.46M ﹤0.01%
240,056
+20,212
3633
$5.46M ﹤0.01%
259,302
+23,699
3634
$5.46M ﹤0.01%
90,159
-205
3635
$5.46M ﹤0.01%
+684,397
3636
$5.46M ﹤0.01%
74,455
-1,370
3637
$5.45M ﹤0.01%
55,916
+55,321
3638
$5.45M ﹤0.01%
127,385
+62,620
3639
$5.43M ﹤0.01%
726,684
+183,141
3640
$5.43M ﹤0.01%
218,221
+1,625
3641
$5.43M ﹤0.01%
95,277
+24,231
3642
$5.43M ﹤0.01%
332,935
+290,599
3643
$5.42M ﹤0.01%
494,842
+11,326
3644
$5.41M ﹤0.01%
61,520
-13,225
3645
$5.4M ﹤0.01%
777,129
-174,548
3646
$5.39M ﹤0.01%
578,068
+217,777
3647
$5.39M ﹤0.01%
627,001
+273,942
3648
$5.39M ﹤0.01%
25,099
+14
3649
$5.39M ﹤0.01%
342,039
-85,751
3650
$5.39M ﹤0.01%
590,620
+45,656
144 145
146
147 148