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
4501
$2.09M ﹤0.01%
132,789
+6,431
4502
$2.09M ﹤0.01%
284,302
-59,126
4503
$2.08M ﹤0.01%
73,471
+27,021
4504
$2.08M ﹤0.01%
303,625
+20,374
4505
$2.08M ﹤0.01%
168,527
-13,810
4506
$2.08M ﹤0.01%
155,799
+1,451
4507
$2.08M ﹤0.01%
173,894
+32,780
4508
$2.07M ﹤0.01%
142,612
-423
4509
$2.06M ﹤0.01%
53,896
+11,583
4510
$2.06M ﹤0.01%
25,412
-5,081
4511
$2.06M ﹤0.01%
12,432
+450
4512
$2.06M ﹤0.01%
49,275
+49,258
4513
$2.06M ﹤0.01%
135,279
+6,037
4514
$2.06M ﹤0.01%
40,037
-43,615
4515
$2.05M ﹤0.01%
8,241
-1,686
4516
$2.05M ﹤0.01%
159,728
+106,041
4517
$2.04M ﹤0.01%
186,135
+11,638
4518
$2.04M ﹤0.01%
84,900
+16,896
4519
$2.04M ﹤0.01%
55,187
+41,092
4520
$2.04M ﹤0.01%
58,711
-2,833
4521
$2.04M ﹤0.01%
+155,037
4522
$2.03M ﹤0.01%
124,038
+102,566
4523
$2.03M ﹤0.01%
6,949
+3,059
4524
$2.03M ﹤0.01%
16,162
-11,240
4525
$2.03M ﹤0.01%
+87,053
179 180
181
182 183