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
3701
$5.12M ﹤0.01%
24,904
+15,253
3702
$5.12M ﹤0.01%
438,103
-47,721
3703
$5.11M ﹤0.01%
352,349
+14,259
3704
$5.11M ﹤0.01%
187,094
-25,678
3705
$5.1M ﹤0.01%
318,871
+5,570
3706
$5.1M ﹤0.01%
1,075,861
+525,631
3707
$5.08M ﹤0.01%
309,995
-22,360
3708
$5.06M ﹤0.01%
222,628
+69,297
3709
$5.06M ﹤0.01%
175,605
+172,293
3710
$5.06M ﹤0.01%
197,305
+43,613
3711
$5.05M ﹤0.01%
157,789
+3,711
3712
$5.04M ﹤0.01%
65,009
+12,825
3713
$5.03M ﹤0.01%
49,851
+26,661
3714
$5.03M ﹤0.01%
122,874
+91,445
3715
$5.02M ﹤0.01%
1,668,651
-262,130
3716
$5.01M ﹤0.01%
158,126
+62,376
3717
$5M ﹤0.01%
1,291,246
+213,599
3718
$5M ﹤0.01%
353,044
+55,937
3719
$4.99M ﹤0.01%
1,289
+449
3720
$4.98M ﹤0.01%
63,163
+20,684
3721
$4.98M ﹤0.01%
427,355
+108,236
3722
$4.97M ﹤0.01%
50,989
+1,083
3723
$4.97M ﹤0.01%
737,728
-106,024
3724
$4.97M ﹤0.01%
98,196
-79,284
3725
$4.96M ﹤0.01%
354,150
+1,691
147 148
149
150 151