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
4301
$2.7M ﹤0.01%
70,501
+55,704
4302
$2.7M ﹤0.01%
108,462
+5,833
4303
$2.69M ﹤0.01%
155,343
-5,161
4304
$2.69M ﹤0.01%
94,950
+10,345
4305
$2.69M ﹤0.01%
448,591
+326,954
4306
$2.69M ﹤0.01%
323,196
+34,719
4307
$2.69M ﹤0.01%
2,242,480
-201,810
4308
$2.68M ﹤0.01%
87,309
-253
4309
$2.68M ﹤0.01%
20,634
+2,899
4310
$2.67M ﹤0.01%
30,764
+9,477
4311
$2.67M ﹤0.01%
175,439
+4,902
4312
$2.67M ﹤0.01%
160,499
+76,359
4313
$2.67M ﹤0.01%
1,141,062
+47,453
4314
$2.67M ﹤0.01%
88,891
+3,340
4315
$2.67M ﹤0.01%
434,150
+166,989
4316
$2.66M ﹤0.01%
1,065,781
-402,213
4317
$2.66M ﹤0.01%
76,544
-10,622
4318
$2.66M ﹤0.01%
142,365
-9,477
4319
$2.66M ﹤0.01%
56,601
+16,335
4320
$2.65M ﹤0.01%
109,891
+20,467
4321
$2.65M ﹤0.01%
71,199
-427
4322
$2.65M ﹤0.01%
83,290
+82,906
4323
$2.65M ﹤0.01%
108,218
+6,880
4324
$2.64M ﹤0.01%
24,634
-3,925
4325
$2.64M ﹤0.01%
117,833
-7,691
171 172
173
174 175