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
5351
$531K ﹤0.01%
55,874
+800
5352
$530K ﹤0.01%
21,579
+15,085
5353
$530K ﹤0.01%
25,838
+28
5354
$529K ﹤0.01%
55,496
+52,217
5355
$527K ﹤0.01%
34,398
-2,414
5356
$526K ﹤0.01%
7,096
+6,766
5357
$526K ﹤0.01%
53,035
+52,952
5358
$525K ﹤0.01%
22,319
+7,724
5359
$525K ﹤0.01%
32,602
-41,921
5360
$523K ﹤0.01%
10,631
-148
5361
$523K ﹤0.01%
28,218
-772
5362
$522K ﹤0.01%
46,177
+35,242
5363
$522K ﹤0.01%
7,792
-5,266
5364
$522K ﹤0.01%
14,530
-13,842
5365
$521K ﹤0.01%
164
+163
5366
$521K ﹤0.01%
50,313
+49,554
5367
$521K ﹤0.01%
52,350
-3,784
5368
$520K ﹤0.01%
108,343
5369
$517K ﹤0.01%
12,000
5370
$516K ﹤0.01%
10,112
+583
5371
$515K ﹤0.01%
+19,520
5372
$513K ﹤0.01%
688
+20
5373
$512K ﹤0.01%
42,509
+4,867
5374
$511K ﹤0.01%
50,000
5375
$511K ﹤0.01%
22,949
+9,863
213 214
215
216 217