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
4651
$1.7M ﹤0.01%
58,537
+14,819
4652
$1.7M ﹤0.01%
67,625
-7,164
4653
$1.69M ﹤0.01%
74,012
+134
4654
$1.69M ﹤0.01%
181,362
+46,596
4655
$1.69M ﹤0.01%
278,682
+12,266
4656
$1.68M ﹤0.01%
+165,100
4657
$1.68M ﹤0.01%
99,220
+1,114
4658
$1.68M ﹤0.01%
164,752
+151,468
4659
$1.68M ﹤0.01%
35,110
-12,884
4660
$1.68M ﹤0.01%
51,104
+45,357
4661
$1.68M ﹤0.01%
43,993
+1,396
4662
$1.67M ﹤0.01%
82,887
+1,718
4663
$1.67M ﹤0.01%
+33,568
4664
$1.66M ﹤0.01%
51,422
+45,698
4665
$1.66M ﹤0.01%
189,711
+109,330
4666
$1.66M ﹤0.01%
178,999
-72,713
4667
$1.66M ﹤0.01%
29,517
+672
4668
$1.66M ﹤0.01%
+78,330
4669
$1.66M ﹤0.01%
50,989
-2,338
4670
$1.66M ﹤0.01%
19,812
-879
4671
$1.66M ﹤0.01%
22,271
-58
4672
$1.66M ﹤0.01%
1,990,890
+1,977,070
4673
$1.65M ﹤0.01%
30,136
+7,753
4674
$1.65M ﹤0.01%
93,290
+76,922
4675
$1.65M ﹤0.01%
97,058
-7,918
185 186
187
188 189