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
4076
$3.47M ﹤0.01%
7,454
+5,937
4077
$3.47M ﹤0.01%
314,358
+87,368
4078
$3.46M ﹤0.01%
140,933
-260,056
4079
$3.46M ﹤0.01%
213,345
+6,926
4080
$3.46M ﹤0.01%
346,953
+162,000
4081
$3.45M ﹤0.01%
425,168
-537,108
4082
$3.45M ﹤0.01%
141,150
-48,166
4083
$3.43M ﹤0.01%
181,997
-18,756
4084
$3.42M ﹤0.01%
44,906
+2,439
4085
$3.42M ﹤0.01%
80,436
+67,761
4086
$3.42M ﹤0.01%
96,630
+19,958
4087
$3.41M ﹤0.01%
63,473
+1,360
4088
$3.41M ﹤0.01%
77,348
+19,758
4089
$3.41M ﹤0.01%
154,248
+5,442
4090
$3.4M ﹤0.01%
67,855
+13,748
4091
$3.4M ﹤0.01%
69,541
-2,936
4092
$3.39M ﹤0.01%
107,258
+26,676
4093
$3.38M ﹤0.01%
37,532
+13,346
4094
$3.37M ﹤0.01%
306,968
-18,103
4095
$3.37M ﹤0.01%
17,207
+1,220
4096
$3.36M ﹤0.01%
161,810
-116,164
4097
$3.36M ﹤0.01%
109,071
-44,435
4098
$3.35M ﹤0.01%
283,086
+9
4099
$3.35M ﹤0.01%
95,819
+23,626
4100
$3.35M ﹤0.01%
246,478
+19,498
162 163
164
165 166