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
5276
$603K ﹤0.01%
52,734
-1,509
5277
$603K ﹤0.01%
31,577
-36,097
5278
$603K ﹤0.01%
29,667
-80,673
5279
$602K ﹤0.01%
147,965
-168,249
5280
$601K ﹤0.01%
+909,983
5281
$601K ﹤0.01%
159,296
-32,532
5282
$599K ﹤0.01%
30,702
+27,226
5283
$596K ﹤0.01%
+5,106,927
5284
$595K ﹤0.01%
60,091
+57,396
5285
$594K ﹤0.01%
12,580
-22,021
5286
$594K ﹤0.01%
+11,462
5287
$594K ﹤0.01%
14,775
+9,208
5288
$591K ﹤0.01%
+13,954
5289
$591K ﹤0.01%
14,576
+411
5290
$590K ﹤0.01%
22,121
+21,865
5291
$590K ﹤0.01%
11,532
-8,037
5292
$589K ﹤0.01%
111,631
+6,464
5293
$589K ﹤0.01%
16,526
-3,567
5294
$588K ﹤0.01%
24,962
-206
5295
$587K ﹤0.01%
29,066
-371
5296
$587K ﹤0.01%
11,163
+1,757
5297
$587K ﹤0.01%
26,375
+24,522
5298
$586K ﹤0.01%
59,211
-6,095
5299
$585K ﹤0.01%
37,383
+11,934
5300
$583K ﹤0.01%
+6,668
210 211
212
213 214