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
5301
$581K ﹤0.01%
3,710
+3,655
5302
$581K ﹤0.01%
19,939
+959
5303
$581K ﹤0.01%
28,285
-31,037
5304
$579K ﹤0.01%
20,063
-3,732
5305
$579K ﹤0.01%
22,906
-30,629
5306
$578K ﹤0.01%
48,576
+16,310
5307
$578K ﹤0.01%
97,200
-13,100
5308
$577K ﹤0.01%
+59,343
5309
$576K ﹤0.01%
23,583
-6,611
5310
$576K ﹤0.01%
17,705
-9,376
5311
$575K ﹤0.01%
2,180
+1,709
5312
$575K ﹤0.01%
6,540
+6,270
5313
$575K ﹤0.01%
100,886
+97,786
5314
$574K ﹤0.01%
5,984
+4,772
5315
$572K ﹤0.01%
18,791
+3,649
5316
$571K ﹤0.01%
9,841
-2,263
5317
$570K ﹤0.01%
69,941
+48,129
5318
$569K ﹤0.01%
22,209
+21,059
5319
$568K ﹤0.01%
8,534
+1,965
5320
$567K ﹤0.01%
21,548
-15,452
5321
$566K ﹤0.01%
32,167
+1,891
5322
$566K ﹤0.01%
+27,517
5323
$563K ﹤0.01%
3,155
+2,497
5324
$563K ﹤0.01%
15,860
+15,577
5325
$563K ﹤0.01%
44,203
-25,555
211 212
213
214 215