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
4251
$2.85M ﹤0.01%
287,636
-16,137
4252
$2.84M ﹤0.01%
75,878
+69,654
4253
$2.84M ﹤0.01%
166,185
+1,718
4254
$2.83M ﹤0.01%
72,608
+51,418
4255
$2.83M ﹤0.01%
200,265
+4,847
4256
$2.83M ﹤0.01%
27,654
+25,409
4257
$2.83M ﹤0.01%
121,634
+59,027
4258
$2.82M ﹤0.01%
263,540
+102,222
4259
$2.82M ﹤0.01%
83,786
-23,691
4260
$2.82M ﹤0.01%
79,200
+31,647
4261
$2.81M ﹤0.01%
100,054
+34,622
4262
$2.81M ﹤0.01%
180,454
+17,785
4263
$2.81M ﹤0.01%
35,010
+23,471
4264
$2.81M ﹤0.01%
175,578
+17,500
4265
$2.81M ﹤0.01%
340,721
+126,232
4266
$2.81M ﹤0.01%
341,460
-2,347
4267
$2.81M ﹤0.01%
259,622
+131,499
4268
$2.8M ﹤0.01%
454,954
+83,585
4269
$2.8M ﹤0.01%
123,758
+120,465
4270
$2.8M ﹤0.01%
269,245
-5,474
4271
$2.8M ﹤0.01%
167,592
+2,664
4272
$2.8M ﹤0.01%
587,618
+307,138
4273
$2.79M ﹤0.01%
170,466
+46,890
4274
$2.79M ﹤0.01%
66,555
+22,341
4275
$2.79M ﹤0.01%
100,328
+71,013
169 170
171
172 173