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
5176
$708K ﹤0.01%
+26,198
5177
$703K ﹤0.01%
76,161
+10,030
5178
$702K ﹤0.01%
1,929
+747
5179
$701K ﹤0.01%
12,749
+764
5180
$700K ﹤0.01%
24,115
-109
5181
$698K ﹤0.01%
45,682
-19,284
5182
$697K ﹤0.01%
38,427
-36
5183
$696K ﹤0.01%
30,333
+26,945
5184
$694K ﹤0.01%
118,489
+77,763
5185
$693K ﹤0.01%
1,110
+250
5186
$692K ﹤0.01%
326,412
-29,910
5187
$691K ﹤0.01%
28,817
+1,714
5188
$691K ﹤0.01%
68,649
+68,531
5189
$690K ﹤0.01%
+33,553
5190
$688K ﹤0.01%
13,771
+1,047
5191
$688K ﹤0.01%
60,846
+533
5192
$685K ﹤0.01%
1,708
-436
5193
$685K ﹤0.01%
45,694
+76
5194
$684K ﹤0.01%
7,866
-49,476
5195
$683K ﹤0.01%
23,721
-11,734
5196
$682K ﹤0.01%
24,660
+12,437
5197
$681K ﹤0.01%
20,900
5198
$681K ﹤0.01%
11,394
-232
5199
$679K ﹤0.01%
22,151
-18,519
5200
$677K ﹤0.01%
1,587
+1,494
206 207
208
209 210