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
4201
$3.01M ﹤0.01%
247,338
-16,324
4202
$3.01M ﹤0.01%
6,249
+542
4203
$3.01M ﹤0.01%
108,442
-50,480
4204
$3M ﹤0.01%
65,083
+48,430
4205
$3M ﹤0.01%
181,931
+96,502
4206
$3M ﹤0.01%
98,830
-5,351
4207
$3M ﹤0.01%
122,862
+84,506
4208
$3M ﹤0.01%
54,821
-24,880
4209
$2.99M ﹤0.01%
129,155
-3,870
4210
$2.99M ﹤0.01%
1,393
+988
4211
$2.98M ﹤0.01%
63,407
-17,729
4212
$2.98M ﹤0.01%
94,491
-146,695
4213
$2.98M ﹤0.01%
194,135
+9,454
4214
$2.98M ﹤0.01%
176,658
+41,895
4215
$2.98M ﹤0.01%
190,869
-17,378
4216
$2.97M ﹤0.01%
107,079
-28,159
4217
$2.97M ﹤0.01%
142,264
-3,298
4218
$2.96M ﹤0.01%
122,419
+65,225
4219
$2.96M ﹤0.01%
152,740
+43,102
4220
$2.96M ﹤0.01%
113,787
+344
4221
$2.96M ﹤0.01%
21,299
+21,134
4222
$2.95M ﹤0.01%
43,451
+31,745
4223
$2.95M ﹤0.01%
331,790
-192,058
4224
$2.93M ﹤0.01%
29,672
+7,336
4225
$2.93M ﹤0.01%
89,461
+43,495
167 168
169
170 171