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
4601
$1.82M ﹤0.01%
394,186
-101,680
4602
$1.82M ﹤0.01%
40,104
+13,673
4603
$1.82M ﹤0.01%
42,887
+42,769
4604
$1.82M ﹤0.01%
121,074
+42,006
4605
$1.81M ﹤0.01%
305,399
+296,425
4606
$1.81M ﹤0.01%
11,216
+10,660
4607
$1.81M ﹤0.01%
103,049
+8,536
4608
$1.8M ﹤0.01%
108,610
+93,845
4609
$1.8M ﹤0.01%
127,494
+20,130
4610
$1.8M ﹤0.01%
122,027
+14,441
4611
$1.8M ﹤0.01%
40,661
-4,055
4612
$1.8M ﹤0.01%
84,003
+7,571
4613
$1.8M ﹤0.01%
119,142
+49,573
4614
$1.8M ﹤0.01%
+30,387
4615
$1.8M ﹤0.01%
50,398
+5,532
4616
$1.79M ﹤0.01%
133,518
-531
4617
$1.79M ﹤0.01%
38,996
+13,035
4618
$1.79M ﹤0.01%
18,248
-3,293
4619
$1.78M ﹤0.01%
236,123
+35,166
4620
$1.78M ﹤0.01%
208,207
+8,743
4621
$1.78M ﹤0.01%
114,860
-143,242
4622
$1.77M ﹤0.01%
181,057
+133,006
4623
$1.77M ﹤0.01%
16,350
+6,382
4624
$1.77M ﹤0.01%
22,813
-487
4625
$1.76M ﹤0.01%
103,391
+102,483
183 184
185
186 187