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
4426
$2.31M ﹤0.01%
44,940
+30,665
4427
$2.31M ﹤0.01%
4,679
+63
4428
$2.3M ﹤0.01%
90,428
+5,082
4429
$2.3M ﹤0.01%
653,440
+495,580
4430
$2.3M ﹤0.01%
35,684
-689
4431
$2.27M ﹤0.01%
21,380
+1,018
4432
$2.27M ﹤0.01%
112,822
+135
4433
$2.27M ﹤0.01%
43,840
+40,734
4434
$2.27M ﹤0.01%
109,094
+67,950
4435
$2.26M ﹤0.01%
103,850
-253
4436
$2.25M ﹤0.01%
202,533
+51,965
4437
$2.25M ﹤0.01%
208,537
+198,118
4438
$2.25M ﹤0.01%
329,985
-137,920
4439
$2.25M ﹤0.01%
176,003
+1,468
4440
$2.24M ﹤0.01%
186,995
+11,391
4441
$2.24M ﹤0.01%
63,184
+20,623
4442
$2.24M ﹤0.01%
128,841
+122,349
4443
$2.23M ﹤0.01%
674,796
-285,605
4444
$2.23M ﹤0.01%
40,155
-93,020
4445
$2.23M ﹤0.01%
751,293
+30,316
4446
$2.22M ﹤0.01%
89,603
+59,413
4447
$2.22M ﹤0.01%
155,174
-54,575
4448
$2.22M ﹤0.01%
115,026
-1,866
4449
$2.22M ﹤0.01%
107,228
+45,351
4450
$2.21M ﹤0.01%
54,812
+16,506
176 177
178
179 180