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
4126
$3.26M ﹤0.01%
224,524
-32,536
4127
$3.24M ﹤0.01%
210,081
+11,053
4128
$3.24M ﹤0.01%
+229,411
4129
$3.24M ﹤0.01%
225,597
+60,739
4130
$3.23M ﹤0.01%
46,484
-25,062
4131
$3.23M ﹤0.01%
+295,361
4132
$3.23M ﹤0.01%
59,224
-3,042
4133
$3.23M ﹤0.01%
40,028
-63,690
4134
$3.23M ﹤0.01%
203,057
+13,334
4135
$3.22M ﹤0.01%
+160,915
4136
$3.22M ﹤0.01%
229,445
+1,038
4137
$3.22M ﹤0.01%
62,579
+29,230
4138
$3.22M ﹤0.01%
242,476
+7,519
4139
$3.21M ﹤0.01%
66,011
+13,264
4140
$3.21M ﹤0.01%
153,510
+736
4141
$3.21M ﹤0.01%
128,250
-160
4142
$3.21M ﹤0.01%
962,815
+20,211
4143
$3.2M ﹤0.01%
240,840
-67,680
4144
$3.19M ﹤0.01%
188,990
+10,198
4145
$3.18M ﹤0.01%
206,501
+20,730
4146
$3.18M ﹤0.01%
136,479
-91,335
4147
$3.16M ﹤0.01%
53,578
+14,511
4148
$3.16M ﹤0.01%
402,473
-119,641
4149
$3.16M ﹤0.01%
341,195
+20,287
4150
$3.15M ﹤0.01%
228,224
-7,640
164 165
166
167 168