Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
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
5226
$654K ﹤0.01%
13,401
+10,183
5227
$653K ﹤0.01%
114,532
+41,612
5228
$651K ﹤0.01%
19,580
+19,087
5229
$650K ﹤0.01%
19,091
+18,725
5230
$649K ﹤0.01%
+1,029
5231
$648K ﹤0.01%
118,199
-31,993
5232
$648K ﹤0.01%
75,387
+67,984
5233
$647K ﹤0.01%
1,026
+422
5234
$646K ﹤0.01%
50,111
+10,757
5235
$646K ﹤0.01%
27,336
+5,861
5236
$646K ﹤0.01%
47,117
-9,511
5237
$644K ﹤0.01%
21,036
-200
5238
$643K ﹤0.01%
+68
5239
$643K ﹤0.01%
47,803
+30,520
5240
$643K ﹤0.01%
28,175
-22,116
5241
$641K ﹤0.01%
13,698
+5
5242
$641K ﹤0.01%
42,211
-3,603
5243
$639K ﹤0.01%
76,377
+71,703
5244
$639K ﹤0.01%
25,758
-25,427
5245
$638K ﹤0.01%
69,280
-46,365
5246
$638K ﹤0.01%
+65,400
5247
$637K ﹤0.01%
5,671
-4,289
5248
$637K ﹤0.01%
12,691
-482
5249
$637K ﹤0.01%
47,322
+17,139
5250
$637K ﹤0.01%
12,470
+2,258
208 209
210
211 212