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
4826
$1.27M ﹤0.01%
11,968
-33,095
4827
$1.27M ﹤0.01%
102,718
+81,924
4828
$1.27M ﹤0.01%
33,568
-405
4829
$1.26M ﹤0.01%
155,384
+33,570
4830
$1.26M ﹤0.01%
39,692
+620
4831
$1.26M ﹤0.01%
94,756
+1,153
4832
$1.26M ﹤0.01%
48,556
+4,543
4833
$1.26M ﹤0.01%
155,911
+12,700
4834
$1.25M ﹤0.01%
20,366
-22,640
4835
$1.25M ﹤0.01%
166,664
+114,007
4836
$1.25M ﹤0.01%
+120,846
4837
$1.25M ﹤0.01%
+3
4838
$1.25M ﹤0.01%
139,200
+51,654
4839
$1.25M ﹤0.01%
42,191
+25,254
4840
$1.24M ﹤0.01%
122,078
-262,212
4841
$1.24M ﹤0.01%
71,414
+52,772
4842
$1.24M ﹤0.01%
21,882
+11,521
4843
$1.24M ﹤0.01%
119,132
+4,555
4844
$1.24M ﹤0.01%
+89
4845
$1.24M ﹤0.01%
115,241
-12,475
4846
$1.24M ﹤0.01%
42,924
+14,768
4847
$1.23M ﹤0.01%
70,931
+13,933
4848
$1.23M ﹤0.01%
30,159
+8,330
4849
$1.23M ﹤0.01%
32,841
+30,416
4850
$1.23M ﹤0.01%
87,921
+15,538
192 193
194
195 196