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
5326
$563K ﹤0.01%
14,791
-2,593
5327
$560K ﹤0.01%
1,023
-8
5328
$557K ﹤0.01%
8,627
-93
5329
$556K ﹤0.01%
7,827
-11,872
5330
$556K ﹤0.01%
60,925
-1,338,583
5331
$554K ﹤0.01%
53,316
-19,166
5332
$553K ﹤0.01%
+11,730
5333
$553K ﹤0.01%
38,173
+2,559
5334
$552K ﹤0.01%
18,711
-20,672
5335
$551K ﹤0.01%
34,235
-3,850
5336
$551K ﹤0.01%
+22,085
5337
$551K ﹤0.01%
38,753
-433
5338
$547K ﹤0.01%
57,233
+8,144
5339
$545K ﹤0.01%
2,884
-1,368
5340
$543K ﹤0.01%
4,081
-412
5341
$542K ﹤0.01%
17,465
+7,361
5342
$540K ﹤0.01%
1,161
+1,074
5343
$539K ﹤0.01%
59,458
+25,546
5344
$539K ﹤0.01%
11,970
-8,282
5345
$538K ﹤0.01%
28,572
-9,130
5346
$537K ﹤0.01%
1,048
+979
5347
$536K ﹤0.01%
28,552
+28,327
5348
$535K ﹤0.01%
24,311
+14,895
5349
$534K ﹤0.01%
25,004
+21,753
5350
$534K ﹤0.01%
14,390
-6,475
212 213
214
215 216