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
4176
$3.09M ﹤0.01%
147,149
+59,827
4177
$3.08M ﹤0.01%
90,158
+12,315
4178
$3.08M ﹤0.01%
157,524
-3,224
4179
$3.08M ﹤0.01%
210,708
+183,108
4180
$3.08M ﹤0.01%
120,755
+15,404
4181
$3.08M ﹤0.01%
143,364
+39,272
4182
$3.07M ﹤0.01%
202,319
+3,983
4183
$3.07M ﹤0.01%
135,837
-10,335
4184
$3.07M ﹤0.01%
226,696
+167,290
4185
$3.07M ﹤0.01%
74,357
-39,199
4186
$3.07M ﹤0.01%
126,862
+587
4187
$3.07M ﹤0.01%
125,178
+106,459
4188
$3.06M ﹤0.01%
47,512
+33,806
4189
$3.06M ﹤0.01%
120,467
+12,207
4190
$3.05M ﹤0.01%
24,195
+518
4191
$3.04M ﹤0.01%
315,717
+305,835
4192
$3.04M ﹤0.01%
158,007
-3,604
4193
$3.04M ﹤0.01%
734,609
+271,331
4194
$3.03M ﹤0.01%
45,492
+16,096
4195
$3.03M ﹤0.01%
114,692
+94,095
4196
$3.03M ﹤0.01%
955,501
+768,730
4197
$3.02M ﹤0.01%
701,459
+248,961
4198
$3.02M ﹤0.01%
150,076
+132,615
4199
$3.02M ﹤0.01%
573,555
+71,050
4200
$3.02M ﹤0.01%
243,389
+119,189
166 167
168
169 170