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
4901
$1.11M ﹤0.01%
259,753
-167,930
4902
$1.11M ﹤0.01%
388,312
+299,571
4903
$1.11M ﹤0.01%
43,848
+32,766
4904
$1.11M ﹤0.01%
126,682
+83,662
4905
$1.11M ﹤0.01%
56,449
+50,526
4906
$1.11M ﹤0.01%
58,373
+31,553
4907
$1.11M ﹤0.01%
82,666
+69,210
4908
$1.1M ﹤0.01%
2,857
+2,729
4909
$1.1M ﹤0.01%
184,171
+158,101
4910
$1.1M ﹤0.01%
84,206
-448
4911
$1.1M ﹤0.01%
127,630
+82,494
4912
$1.09M ﹤0.01%
60,072
+42,280
4913
$1.09M ﹤0.01%
45,868
+44,092
4914
$1.09M ﹤0.01%
93,110
+48,671
4915
$1.08M ﹤0.01%
29,642
+14,478
4916
$1.08M ﹤0.01%
35,871
+10,092
4917
$1.08M ﹤0.01%
60,871
-136,008
4918
$1.08M ﹤0.01%
226,364
+209,487
4919
$1.07M ﹤0.01%
69,277
+66,637
4920
$1.07M ﹤0.01%
79,126
+58,576
4921
$1.07M ﹤0.01%
19,154
-767
4922
$1.06M ﹤0.01%
107,119
+92,706
4923
$1.06M ﹤0.01%
4,281
+3,217
4924
$1.06M ﹤0.01%
10,604
+10,394
4925
$1.06M ﹤0.01%
7,675
+7,557
195 196
197
198 199