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
4726
$1.52M ﹤0.01%
110,448
-97,010
4727
$1.51M ﹤0.01%
156,087
+13,139
4728
$1.51M ﹤0.01%
3,925
+1,389
4729
$1.51M ﹤0.01%
33,898
+30,208
4730
$1.51M ﹤0.01%
84,161
+15,593
4731
$1.5M ﹤0.01%
81,758
+65,203
4732
$1.5M ﹤0.01%
28,837
+19,802
4733
$1.5M ﹤0.01%
141,568
+74,707
4734
$1.5M ﹤0.01%
197,496
+184,179
4735
$1.49M ﹤0.01%
32,681
+792
4736
$1.49M ﹤0.01%
38,823
+9,765
4737
$1.49M ﹤0.01%
103,377
+5,940
4738
$1.48M ﹤0.01%
73,128
+35,419
4739
$1.48M ﹤0.01%
25,712
+24,483
4740
$1.48M ﹤0.01%
63,637
+27,227
4741
$1.48M ﹤0.01%
73,836
+33,164
4742
$1.48M ﹤0.01%
94,395
+35,025
4743
$1.48M ﹤0.01%
+141,466
4744
$1.48M ﹤0.01%
10,046
+1,880
4745
$1.47M ﹤0.01%
69,952
+23,662
4746
$1.47M ﹤0.01%
16,210
-61,188
4747
$1.47M ﹤0.01%
277,693
+208,797
4748
$1.47M ﹤0.01%
79,141
-37,006
4749
$1.47M ﹤0.01%
87,053
+30,961
4750
$1.46M ﹤0.01%
18,706
-2,033
188 189
190
191 192