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
4676
$1.64M ﹤0.01%
59,550
-67,234
4677
$1.64M ﹤0.01%
153,728
+15,074
4678
$1.64M ﹤0.01%
20,789
-1,207
4679
$1.64M ﹤0.01%
97,817
+2,263
4680
$1.64M ﹤0.01%
236,358
-127,878
4681
$1.64M ﹤0.01%
108,043
-6,376
4682
$1.64M ﹤0.01%
46,253
+13,666
4683
$1.64M ﹤0.01%
33,915
-9,918
4684
$1.63M ﹤0.01%
79,191
-47,257
4685
$1.63M ﹤0.01%
12,493
+10,719
4686
$1.63M ﹤0.01%
62,518
+40,222
4687
$1.63M ﹤0.01%
64,050
+16,593
4688
$1.62M ﹤0.01%
334,661
-457,166
4689
$1.62M ﹤0.01%
217,537
+2,353
4690
$1.61M ﹤0.01%
44,132
+24,834
4691
$1.61M ﹤0.01%
28,824
+22,277
4692
$1.61M ﹤0.01%
110,310
-213,714
4693
$1.61M ﹤0.01%
89,545
+12,625
4694
$1.6M ﹤0.01%
110,572
+110,172
4695
$1.6M ﹤0.01%
162,533
-38,686
4696
$1.6M ﹤0.01%
318,203
+317,913
4697
$1.59M ﹤0.01%
45,464
-1,969
4698
$1.59M ﹤0.01%
89,034
+23,874
4699
$1.59M ﹤0.01%
5,870
+1,766
4700
$1.59M ﹤0.01%
54,752
+52,647
186 187
188
189 190