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
4551
$1.98M ﹤0.01%
62,015
-68,510
4552
$1.98M ﹤0.01%
36,709
+24,458
4553
$1.97M ﹤0.01%
20,798
+7,616
4554
$1.97M ﹤0.01%
273,704
-71,939
4555
$1.97M ﹤0.01%
42,528
-2,083
4556
$1.96M ﹤0.01%
41,805
-54,508
4557
$1.96M ﹤0.01%
76,654
+18,841
4558
$1.96M ﹤0.01%
+37,297
4559
$1.96M ﹤0.01%
50,346
+17,974
4560
$1.94M ﹤0.01%
18,976
+7,944
4561
$1.93M ﹤0.01%
74,996
-111,404
4562
$1.93M ﹤0.01%
37,809
+18,546
4563
$1.93M ﹤0.01%
119,255
-1,781
4564
$1.93M ﹤0.01%
248,086
+235,756
4565
– –
0
4566
$1.92M ﹤0.01%
99,689
-23,322
4567
$1.92M ﹤0.01%
268,878
+49,413
4568
$1.92M ﹤0.01%
700,000
4569
$1.92M ﹤0.01%
32,515
-2,052
4570
$1.92M ﹤0.01%
119,202
+20,639
4571
$1.92M ﹤0.01%
211,949
-89,679
4572
$1.91M ﹤0.01%
142,437
+95,721
4573
$1.91M ﹤0.01%
2,290
+1,674
4574
$1.9M ﹤0.01%
44,963
+11,524
4575
$1.9M ﹤0.01%
76,277
-6,548
181 182
183
184 185