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
4151
$3.15M ﹤0.01%
+316,598
4152
$3.15M ﹤0.01%
784,986
+538,971
4153
$3.15M ﹤0.01%
165,048
+82,414
4154
$3.14M ﹤0.01%
176,254
+120,337
4155
$3.13M ﹤0.01%
122,228
+1,224
4156
$3.13M ﹤0.01%
69,830
+65,107
4157
$3.13M ﹤0.01%
65,527
+60,089
4158
$3.13M ﹤0.01%
31,306
-2,776
4159
$3.13M ﹤0.01%
322,876
+10,532
4160
$3.13M ﹤0.01%
105,854
-4,911
4161
$3.13M ﹤0.01%
503,256
+152,497
4162
$3.13M ﹤0.01%
52,736
-19,201
4163
$3.12M ﹤0.01%
122,807
+122,474
4164
$3.12M ﹤0.01%
412,617
+33,328
4165
$3.11M ﹤0.01%
92,166
-122,270
4166
$3.11M ﹤0.01%
178,154
+77,431
4167
$3.11M ﹤0.01%
467,461
+442,072
4168
$3.1M ﹤0.01%
85,152
+16,489
4169
$3.1M ﹤0.01%
59,653
-19,566
4170
$3.09M ﹤0.01%
179,871
+48,404
4171
$3.09M ﹤0.01%
85,284
+39,300
4172
$3.09M ﹤0.01%
38,415
-2,532
4173
$3.09M ﹤0.01%
97,252
-495,648
4174
$3.09M ﹤0.01%
+111,542
4175
$3.09M ﹤0.01%
63,688
-287,052
165 166
167
168 169