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
5001
$932K ﹤0.01%
38,959
+669
5002
$927K ﹤0.01%
437,666
+202,641
5003
$927K ﹤0.01%
133,270
+48,594
5004
$926K ﹤0.01%
16,350
-13,662
5005
$926K ﹤0.01%
9,209
-295
5006
$925K ﹤0.01%
46,391
+17,327
5007
$924K ﹤0.01%
64,472
+35,955
5008
$923K ﹤0.01%
62,553
+40,730
5009
$922K ﹤0.01%
45,550
+22,602
5010
$921K ﹤0.01%
92,540
+92,439
5011
$919K ﹤0.01%
+53,951
5012
$918K ﹤0.01%
180,440
+20,389
5013
$916K ﹤0.01%
30,521
+19,989
5014
$914K ﹤0.01%
2,015
-1,160
5015
$914K ﹤0.01%
83,977
-5,293
5016
$911K ﹤0.01%
+26,616
5017
$909K ﹤0.01%
193,083
-20,563
5018
$909K ﹤0.01%
64,033
+6,950
5019
$907K ﹤0.01%
8,056
-181
5020
$905K ﹤0.01%
60,220
+14,657
5021
$901K ﹤0.01%
21,465
-142,633
5022
$897K ﹤0.01%
31,779
+25,346
5023
$896K ﹤0.01%
26,492
+26,433
5024
$895K ﹤0.01%
13,359
-4,078
5025
$894K ﹤0.01%
130,336
-32,924
199 200
201
202 203