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
4476
$2.15M ﹤0.01%
2,750
+2,182
4477
$2.15M ﹤0.01%
141,160
+7,452
4478
$2.15M ﹤0.01%
403,285
+391,628
4479
$2.14M ﹤0.01%
41,929
-9,702
4480
$2.14M ﹤0.01%
24,324
4481
$2.14M ﹤0.01%
167,685
+98,273
4482
$2.14M ﹤0.01%
+110,502
4483
$2.13M ﹤0.01%
44,688
-31,576
4484
$2.13M ﹤0.01%
260,648
+84,691
4485
$2.13M ﹤0.01%
26,418
+19,237
4486
$2.13M ﹤0.01%
57,956
-46,781
4487
$2.13M ﹤0.01%
24,765
+21,859
4488
$2.12M ﹤0.01%
267,935
+185,128
4489
$2.12M ﹤0.01%
68,775
-4,470
4490
$2.12M ﹤0.01%
139,797
-74,561
4491
$2.12M ﹤0.01%
69,664
+23,738
4492
$2.11M ﹤0.01%
160,814
-120,040
4493
$2.11M ﹤0.01%
72,060
-3,013
4494
$2.11M ﹤0.01%
174,980
+134,913
4495
$2.11M ﹤0.01%
166,469
-203,964
4496
$2.1M ﹤0.01%
117,619
+35,294
4497
$2.1M ﹤0.01%
+5,623
4498
$2.09M ﹤0.01%
90,062
+90,010
4499
$2.09M ﹤0.01%
65,599
+7,217
4500
$2.09M ﹤0.01%
81,187
+7,495
178 179
180
181 182