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
4751
$1.46M ﹤0.01%
+40,899
4752
$1.46M ﹤0.01%
39,482
+6,772
4753
$1.46M ﹤0.01%
458,991
+428,768
4754
$1.46M ﹤0.01%
67,337
+11,707
4755
$1.46M ﹤0.01%
147,888
-215,756
4756
$1.45M ﹤0.01%
113,055
+54,894
4757
$1.45M ﹤0.01%
55,435
+3,576
4758
$1.45M ﹤0.01%
100,749
+21,344
4759
$1.44M ﹤0.01%
122,081
-31,665
4760
$1.44M ﹤0.01%
44,089
-7,754
4761
$1.44M ﹤0.01%
40,360
+11,426
4762
$1.44M ﹤0.01%
96,149
+3,716
4763
$1.42M ﹤0.01%
76,493
+75,488
4764
$1.42M ﹤0.01%
69,028
+65,777
4765
$1.41M ﹤0.01%
335,238
+290,722
4766
$1.41M ﹤0.01%
54,249
+6,201
4767
$1.41M ﹤0.01%
102,213
+79,058
4768
$1.41M ﹤0.01%
49,667
+45,080
4769
$1.41M ﹤0.01%
99,718
-999
4770
$1.4M ﹤0.01%
138,781
+55,698
4771
$1.4M ﹤0.01%
45,974
+3,257
4772
$1.4M ﹤0.01%
527,185
+456,538
4773
$1.4M ﹤0.01%
134,492
+6,417
4774
$1.4M ﹤0.01%
26,737
+737
4775
$1.4M ﹤0.01%
27,579
+27,334
189 190
191
192 193