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
4701
$1.59M ﹤0.01%
16,219
-15,704
4702
$1.58M ﹤0.01%
33,549
-51,699
4703
$1.58M ﹤0.01%
20,826
+15,543
4704
$1.58M ﹤0.01%
26,115
+7,439
4705
$1.58M ﹤0.01%
51,061
+30,013
4706
$1.57M ﹤0.01%
123,244
+7,259
4707
$1.57M ﹤0.01%
74,098
+19,768
4708
$1.56M ﹤0.01%
57,499
-2,510
4709
$1.56M ﹤0.01%
181,799
+2,099
4710
$1.56M ﹤0.01%
15,500
4711
$1.56M ﹤0.01%
38,108
+26,678
4712
$1.56M ﹤0.01%
9,764
+1,569
4713
$1.56M ﹤0.01%
103,473
+81,825
4714
$1.55M ﹤0.01%
276,162
+152,604
4715
$1.55M ﹤0.01%
323,962
-3,356
4716
$1.55M ﹤0.01%
51,775
+14,888
4717
$1.54M ﹤0.01%
196,636
+57,763
4718
$1.54M ﹤0.01%
479,568
-114,494
4719
$1.54M ﹤0.01%
354,222
+11,573
4720
$1.54M ﹤0.01%
210,771
-7,976
4721
$1.53M ﹤0.01%
93,144
+13,996
4722
$1.53M ﹤0.01%
23,501
-2,040
4723
$1.52M ﹤0.01%
167,702
-7,635
4724
$1.52M ﹤0.01%
85,012
+63,659
4725
$1.52M ﹤0.01%
43,472
-26,098
187 188
189
190 191