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
5126
$747K ﹤0.01%
59,242
+12,602
5127
$747K ﹤0.01%
22,513
-92,094
5128
$745K ﹤0.01%
5,931
+5,928
5129
$745K ﹤0.01%
61,733
+2,433
5130
$744K ﹤0.01%
57,837
+23,821
5131
$743K ﹤0.01%
190,200
+112,266
5132
$742K ﹤0.01%
80,721
+71,330
5133
$742K ﹤0.01%
42,740
+38,346
5134
$741K ﹤0.01%
117,833
+112,992
5135
$741K ﹤0.01%
+75,106
5136
$740K ﹤0.01%
4,346
-1,542
5137
$740K ﹤0.01%
4,271
+3,960
5138
$740K ﹤0.01%
446,013
+183,518
5139
$737K ﹤0.01%
74,821
-40,232
5140
$736K ﹤0.01%
201,666
+19,382
5141
$734K ﹤0.01%
43,136
+37,084
5142
$733K ﹤0.01%
28,740
+22,493
5143
$732K ﹤0.01%
2,661
-740
5144
$731K ﹤0.01%
22,795
-1,997
5145
$730K ﹤0.01%
518,232
-745,475
5146
$729K ﹤0.01%
26,028
+25,987
5147
$728K ﹤0.01%
23,851
+14,272
5148
$728K ﹤0.01%
42,754
+18,204
5149
$727K ﹤0.01%
133,122
-74,285
5150
$727K ﹤0.01%
61,655
+5,929
204 205
206
207 208