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
5251
$633K ﹤0.01%
23,236
+15,697
5252
$631K ﹤0.01%
37,407
+12,839
5253
$630K ﹤0.01%
64,168
+46,484
5254
$625K ﹤0.01%
19,700
-2,117
5255
$625K ﹤0.01%
41,717
+1,458
5256
$624K ﹤0.01%
12,487
-78,327
5257
$624K ﹤0.01%
87,959
+21,281
5258
$619K ﹤0.01%
134,761
-570,377
5259
$618K ﹤0.01%
+9,549
5260
$617K ﹤0.01%
19,335
+12,255
5261
$617K ﹤0.01%
+48,984
5262
$617K ﹤0.01%
90,731
+73,775
5263
$616K ﹤0.01%
87,344
+72,014
5264
$615K ﹤0.01%
76,212
+41
5265
$614K ﹤0.01%
71,528
+60,887
5266
$614K ﹤0.01%
35,523
+9,507
5267
$612K ﹤0.01%
53,399
-88,674
5268
$611K ﹤0.01%
2,703
+279
5269
$611K ﹤0.01%
+8,137
5270
$611K ﹤0.01%
56,114
+56,092
5271
$610K ﹤0.01%
47,657
+11,703
5272
$608K ﹤0.01%
51,416
-5,240
5273
$606K ﹤0.01%
+10
5274
$606K ﹤0.01%
77,038
+10,125
5275
$604K ﹤0.01%
248,506
-99,089
209 210
211
212 213