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
5026
$893K ﹤0.01%
59,501
-583
5027
$891K ﹤0.01%
139,213
+9,733
5028
$891K ﹤0.01%
136,734
-270,893
5029
$890K ﹤0.01%
37,961
+562
5030
$888K ﹤0.01%
29,437
+1,867
5031
$885K ﹤0.01%
112,704
-7,941
5032
$884K ﹤0.01%
291,781
-838,590
5033
$883K ﹤0.01%
73,328
-4,200
5034
$883K ﹤0.01%
55,152
-233,295
5035
$881K ﹤0.01%
11,316
+2,234
5036
$881K ﹤0.01%
90,364
+7,043
5037
$880K ﹤0.01%
9,522
+9,253
5038
$880K ﹤0.01%
171,260
-12,323
5039
$879K ﹤0.01%
17,471
+9,626
5040
$879K ﹤0.01%
225,289
+123,550
5041
$877K ﹤0.01%
118,622
-9,429
5042
$876K ﹤0.01%
+23,166
5043
$876K ﹤0.01%
33,206
+24,243
5044
$876K ﹤0.01%
7,946
-16,551
5045
$876K ﹤0.01%
293,026
+56,995
5046
$875K ﹤0.01%
14,848
+5,960
5047
$873K ﹤0.01%
30,514
+7,526
5048
$873K ﹤0.01%
139,314
+6,300
5049
$872K ﹤0.01%
22,108
+20,811
5050
$867K ﹤0.01%
201,902
+5,514
200 201
202
203 204