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
4226
$2.93M ﹤0.01%
430,470
-138,729
4227
$2.93M ﹤0.01%
324,958
+248,492
4228
$2.92M ﹤0.01%
181,994
+4,292
4229
$2.91M ﹤0.01%
98,972
+4,326
4230
$2.91M ﹤0.01%
153,423
+87,872
4231
$2.91M ﹤0.01%
53,611
+10,429
4232
$2.89M ﹤0.01%
201,233
-47,139
4233
$2.89M ﹤0.01%
171,700
+2,675
4234
$2.89M ﹤0.01%
167,143
+6,109
4235
$2.89M ﹤0.01%
19,434
-7,354
4236
$2.88M ﹤0.01%
76,128
-1,658
4237
$2.87M ﹤0.01%
65,036
+20,533
4238
$2.87M ﹤0.01%
11,613
-27
4239
$2.86M ﹤0.01%
78,847
+26,669
4240
$2.86M ﹤0.01%
39,175
+35,128
4241
$2.86M ﹤0.01%
247,845
+96,414
4242
$2.86M ﹤0.01%
70,059
+14,835
4243
$2.86M ﹤0.01%
48,885
+21,210
4244
$2.86M ﹤0.01%
825,226
-585,350
4245
$2.86M ﹤0.01%
78,839
+31,219
4246
$2.85M ﹤0.01%
283,754
+17,817
4247
$2.85M ﹤0.01%
426,564
+234,367
4248
$2.85M ﹤0.01%
148,659
+144,916
4249
$2.85M ﹤0.01%
313,360
+226,856
4250
$2.85M ﹤0.01%
194,953
+49,128
168 169
170
171 172