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
4451
$2.21M ﹤0.01%
21,896
+20,948
4452
$2.21M ﹤0.01%
507,083
+390,907
4453
$2.21M ﹤0.01%
11,802
+7,096
4454
$2.21M ﹤0.01%
158,985
-17,192
4455
$2.21M ﹤0.01%
22,190
+8,749
4456
$2.2M ﹤0.01%
553,727
+195,685
4457
$2.2M ﹤0.01%
40,334
+2,921
4458
$2.2M ﹤0.01%
72,558
-5,270
4459
$2.19M ﹤0.01%
257,471
+92,637
4460
$2.19M ﹤0.01%
3,041
+1,845
4461
$2.19M ﹤0.01%
60,288
+35,063
4462
$2.18M ﹤0.01%
414
-65
4463
$2.18M ﹤0.01%
6,351
-558
4464
$2.18M ﹤0.01%
73,936
-54,337
4465
$2.18M ﹤0.01%
+69,070
4466
$2.18M ﹤0.01%
224,402
+55,546
4467
$2.18M ﹤0.01%
240,441
-24,303
4468
$2.17M ﹤0.01%
96,654
+61,709
4469
$2.17M ﹤0.01%
82,988
+12,168
4470
$2.17M ﹤0.01%
84,633
-4,523
4471
$2.16M ﹤0.01%
172,322
+170,458
4472
$2.16M ﹤0.01%
273,953
+228,159
4473
$2.16M ﹤0.01%
30,650
+3,982
4474
$2.16M ﹤0.01%
731,280
+730,425
4475
$2.15M ﹤0.01%
+26,489
177 178
179
180 181