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
4576
$1.9M ﹤0.01%
114,958
+6,722
4577
$1.9M ﹤0.01%
774,494
+734,883
4578
$1.9M ﹤0.01%
262,572
-248,904
4579
$1.89M ﹤0.01%
64,261
+41,853
4580
$1.89M ﹤0.01%
35,575
+14,139
4581
$1.88M ﹤0.01%
75,233
+47,944
4582
$1.88M ﹤0.01%
195,950
+83,478
4583
$1.88M ﹤0.01%
192,226
-24,508
4584
$1.88M ﹤0.01%
157,026
+46,152
4585
$1.87M ﹤0.01%
309,811
+88,899
4586
$1.87M ﹤0.01%
99,442
+17,219
4587
$1.87M ﹤0.01%
39,041
+773
4588
$1.87M ﹤0.01%
162,900
+31,187
4589
$1.87M ﹤0.01%
+184,801
4590
$1.86M ﹤0.01%
15,167
+52
4591
$1.85M ﹤0.01%
2,807
+2,027
4592
$1.85M ﹤0.01%
310,654
+14,327
4593
$1.85M ﹤0.01%
278,264
+137,038
4594
$1.85M ﹤0.01%
54,188
+1,240
4595
$1.84M ﹤0.01%
189,157
+135,976
4596
$1.84M ﹤0.01%
85,173
+7,386
4597
$1.83M ﹤0.01%
100,287
+31,794
4598
$1.83M ﹤0.01%
77,642
-30,825
4599
$1.83M ﹤0.01%
6,668
+6,374
4600
$1.82M ﹤0.01%
147,890
+14,009
182 183
184
185 186