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
4351
$2.57M ﹤0.01%
407,568
+378,856
4352
$2.57M ﹤0.01%
156,580
+155,079
4353
$2.57M ﹤0.01%
434,695
+100,447
4354
$2.57M ﹤0.01%
81,955
+18,768
4355
$2.56M ﹤0.01%
2,154,546
-2,749,170
4356
$2.55M ﹤0.01%
74,980
+4,589
4357
$2.55M ﹤0.01%
242,979
+165,270
4358
$2.55M ﹤0.01%
90,075
-9,720
4359
$2.54M ﹤0.01%
251
+249
4360
$2.53M ﹤0.01%
255,917
+241,327
4361
$2.53M ﹤0.01%
376,265
+152,186
4362
$2.53M ﹤0.01%
53,382
-394
4363
$2.52M ﹤0.01%
102,183
-54,357
4364
$2.52M ﹤0.01%
23,075
+78
4365
$2.52M ﹤0.01%
194,247
+182
4366
$2.51M ﹤0.01%
40,597
+30,259
4367
$2.51M ﹤0.01%
416,091
+231,409
4368
$2.51M ﹤0.01%
308,745
-20,216
4369
$2.5M ﹤0.01%
366,165
+345,789
4370
$2.5M ﹤0.01%
53,808
+35,012
4371
$2.49M ﹤0.01%
27,178
-2,014
4372
$2.49M ﹤0.01%
18,910
+15,413
4373
$2.49M ﹤0.01%
43,092
+7,847
4374
$2.48M ﹤0.01%
352,453
-224,569
4375
$2.48M ﹤0.01%
260,675
+221,824
173 174
175
176 177