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
4376
$2.47M ﹤0.01%
404,908
+355,112
4377
$2.47M ﹤0.01%
201,448
+64,900
4378
$2.46M ﹤0.01%
79,008
+75,098
4379
$2.46M ﹤0.01%
240,884
+12,596
4380
$2.45M ﹤0.01%
394,732
+340,845
4381
$2.44M ﹤0.01%
161,013
-119,097
4382
$2.44M ﹤0.01%
83,138
+6,485
4383
$2.43M ﹤0.01%
41,459
-153,721
4384
$2.43M ﹤0.01%
58,194
-63,216
4385
$2.43M ﹤0.01%
95,630
-3,706
4386
$2.42M ﹤0.01%
140,776
+90,255
4387
$2.42M ﹤0.01%
72,776
-14,990
4388
$2.42M ﹤0.01%
248,443
+118,118
4389
$2.42M ﹤0.01%
82,694
+876
4390
$2.42M ﹤0.01%
17,889
+2,231
4391
$2.42M ﹤0.01%
149,832
+11,744
4392
$2.42M ﹤0.01%
49,980
+9,458
4393
$2.41M ﹤0.01%
60,508
+58,884
4394
$2.41M ﹤0.01%
13,262
+3,090
4395
$2.41M ﹤0.01%
105,344
+13,954
4396
$2.41M ﹤0.01%
210,484
+78,109
4397
$2.4M ﹤0.01%
104,073
+98,462
4398
$2.4M ﹤0.01%
97,957
+70,555
4399
$2.4M ﹤0.01%
188,721
-29,964
4400
$2.4M ﹤0.01%
600,722
+31,695
174 175
176
177 178