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
4776
$1.4M ﹤0.01%
194,392
+132,129
4777
$1.4M ﹤0.01%
29,932
+29,324
4778
$1.39M ﹤0.01%
32,717
+8,582
4779
$1.39M ﹤0.01%
7,976
+4,571
4780
$1.39M ﹤0.01%
354,321
-41,264
4781
$1.39M ﹤0.01%
19,057
-4,853
4782
$1.39M ﹤0.01%
38,682
-560
4783
$1.39M ﹤0.01%
55,734
-9,047
4784
$1.38M ﹤0.01%
198
+117
4785
$1.38M ﹤0.01%
164,011
+6,637
4786
$1.38M ﹤0.01%
1,190
+41
4787
$1.38M ﹤0.01%
12,207
+11,745
4788
$1.38M ﹤0.01%
1,635
+1,178
4789
$1.37M ﹤0.01%
250,984
-86,331
4790
$1.37M ﹤0.01%
118,095
+10,770
4791
$1.37M ﹤0.01%
140,156
+24,924
4792
$1.37M ﹤0.01%
132,468
-242,038
4793
$1.37M ﹤0.01%
14,858
+7,792
4794
$1.37M ﹤0.01%
520,578
+327,913
4795
$1.37M ﹤0.01%
38,677
+10,087
4796
$1.37M ﹤0.01%
14,926
+14,527
4797
$1.36M ﹤0.01%
12,329
+4,757
4798
$1.36M ﹤0.01%
325,075
-104,079
4799
$1.36M ﹤0.01%
7,821
+3,377
4800
$1.36M ﹤0.01%
1,045,481
+407,599
190 191
192
193 194