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
4276
$2.78M ﹤0.01%
70,321
+67,860
4277
$2.78M ﹤0.01%
232,280
-17,907
4278
$2.78M ﹤0.01%
59,683
+33,783
4279
$2.76M ﹤0.01%
6,976
+815
4280
$2.76M ﹤0.01%
9,510
+4,514
4281
$2.76M ﹤0.01%
197,130
-7,230
4282
$2.76M ﹤0.01%
56,306
+33,251
4283
$2.76M ﹤0.01%
170,553
+30,081
4284
$2.76M ﹤0.01%
89,163
+82,689
4285
$2.75M ﹤0.01%
90,034
+37,871
4286
$2.75M ﹤0.01%
57,309
+42,602
4287
$2.75M ﹤0.01%
50,171
+38,668
4288
$2.75M ﹤0.01%
54,039
+3,159
4289
$2.75M ﹤0.01%
147,807
-125,970
4290
$2.73M ﹤0.01%
103,495
+65,091
4291
$2.73M ﹤0.01%
367,853
+74,695
4292
$2.73M ﹤0.01%
180,969
-6,486
4293
$2.72M ﹤0.01%
147,595
+10,682
4294
$2.72M ﹤0.01%
65,750
+59,960
4295
$2.72M ﹤0.01%
73,021
+29,965
4296
$2.71M ﹤0.01%
41,141
+5,052
4297
$2.71M ﹤0.01%
117,490
+11,588
4298
$2.71M ﹤0.01%
+45,572
4299
$2.71M ﹤0.01%
251,582
+155,455
4300
$2.71M ﹤0.01%
445,259
+248,960
170 171
172
173 174