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
4951
$1.01M ﹤0.01%
305,157
+19,061
4952
$1.01M ﹤0.01%
32,360
+8,404
4953
$1.01M ﹤0.01%
6,063
+255
4954
$1.01M ﹤0.01%
11,160
+61
4955
$1.01M ﹤0.01%
28,344
+1,713
4956
$1.01M ﹤0.01%
54,237
-21,055
4957
$1.01M ﹤0.01%
39,111
+38,364
4958
$1.01M ﹤0.01%
18,139
+1,527
4959
$1M ﹤0.01%
97,727
+36,599
4960
$1M ﹤0.01%
19,677
+6,355
4961
$1M ﹤0.01%
95,550
+9,892
4962
$1M ﹤0.01%
+168,976
4963
$1M ﹤0.01%
80,687
-39,332
4964
$999K ﹤0.01%
16,598
+7,642
4965
$998K ﹤0.01%
45,079
-4,562
4966
$993K ﹤0.01%
25,641
+5,230
4967
$993K ﹤0.01%
60,340
-268
4968
$991K ﹤0.01%
99,100
-300,900
4969
$985K ﹤0.01%
24,926
+852
4970
$985K ﹤0.01%
3,850
+2,029
4971
$984K ﹤0.01%
324,666
+9,440
4972
$984K ﹤0.01%
137,421
-7,080
4973
$982K ﹤0.01%
33,695
+29,372
4974
$980K ﹤0.01%
420,586
+326,040
4975
$979K ﹤0.01%
52,600
+47,641
197 198
199
200 201