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
4051
$3.55M ﹤0.01%
125,453
+15,218
4052
$3.54M ﹤0.01%
68,632
+10,104
4053
$3.54M ﹤0.01%
160,829
+1,142
4054
$3.54M ﹤0.01%
499,201
-19,862
4055
$3.54M ﹤0.01%
175,214
-1,373
4056
$3.53M ﹤0.01%
147,283
+63,787
4057
$3.53M ﹤0.01%
49,013
+33,979
4058
$3.52M ﹤0.01%
120,541
+74,154
4059
$3.52M ﹤0.01%
91,654
+5,225
4060
$3.52M ﹤0.01%
174,975
-5,398
4061
$3.51M ﹤0.01%
+101,292
4062
$3.51M ﹤0.01%
207,337
+8,034
4063
$3.51M ﹤0.01%
243,335
+132,910
4064
$3.51M ﹤0.01%
51,753
+3,062
4065
$3.5M ﹤0.01%
95,430
+32,420
4066
$3.5M ﹤0.01%
167,566
+137,756
4067
$3.5M ﹤0.01%
46,556
+8,028
4068
$3.5M ﹤0.01%
125,160
+63,702
4069
$3.5M ﹤0.01%
146,661
+112,108
4070
$3.49M ﹤0.01%
373,335
+6,399
4071
$3.48M ﹤0.01%
47,479
-88,939
4072
$3.48M ﹤0.01%
104,820
+71,766
4073
$3.48M ﹤0.01%
114,388
+35,576
4074
$3.48M ﹤0.01%
133,533
+99,358
4075
$3.47M ﹤0.01%
106,523
+45,674
161 162
163
164 165