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
5151
$724K ﹤0.01%
26,334
-8,894
5152
$724K ﹤0.01%
9,713
-19,766
5153
$724K ﹤0.01%
61,214
-204
5154
$724K ﹤0.01%
62,655
+44,217
5155
$723K ﹤0.01%
425,320
+416,249
5156
$721K ﹤0.01%
39,491
+37,526
5157
$720K ﹤0.01%
27,815
-15,975
5158
$718K ﹤0.01%
96,245
+251
5159
$718K ﹤0.01%
34
+6
5160
$716K ﹤0.01%
+45,393
5161
$715K ﹤0.01%
66,273
-209,793
5162
$714K ﹤0.01%
13,501
+12,940
5163
$714K ﹤0.01%
25,183
+714
5164
$714K ﹤0.01%
61,325
+12,086
5165
$713K ﹤0.01%
12,751
+6,646
5166
$713K ﹤0.01%
11,282
+9,187
5167
$712K ﹤0.01%
38,160
-2,084
5168
$712K ﹤0.01%
36,437
+7,574
5169
$712K ﹤0.01%
3,480
-4,940
5170
$711K ﹤0.01%
75,089
+5,294
5171
$711K ﹤0.01%
29,282
-24,395
5172
$709K ﹤0.01%
33,021
+2,998
5173
$709K ﹤0.01%
38,301
+25,934
5174
$708K ﹤0.01%
74,149
-110,224
5175
$708K ﹤0.01%
670
+67
205 206
207
208 209