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
5476
$433K ﹤0.01%
3,344
+680
5477
$432K ﹤0.01%
5,372
-681
5478
$432K ﹤0.01%
107,041
-19,332
5479
$432K ﹤0.01%
4,174
-123
5480
$432K ﹤0.01%
36,411
+14,401
5481
$432K ﹤0.01%
14,571
+13,550
5482
$431K ﹤0.01%
28,948
+2,629
5483
$430K ﹤0.01%
14,405
+13,460
5484
$430K ﹤0.01%
15,020
+10,199
5485
$430K ﹤0.01%
4,202
+2,587
5486
$428K ﹤0.01%
18,674
+5,576
5487
$428K ﹤0.01%
28,438
+13,238
5488
$428K ﹤0.01%
3,004
+2,964
5489
$427K ﹤0.01%
18,484
-9,524
5490
$423K ﹤0.01%
5,556
-67,538
5491
$421K ﹤0.01%
924
+525
5492
$421K ﹤0.01%
40,100
+15,756
5493
$420K ﹤0.01%
1,212
-807
5494
$420K ﹤0.01%
23,412
+20,866
5495
$419K ﹤0.01%
1,616
+1,033
5496
$418K ﹤0.01%
19,282
+2,247
5497
$418K ﹤0.01%
3,470
+202
5498
$416K ﹤0.01%
3,997
+317
5499
$416K ﹤0.01%
28,880
+11,700
5500
$415K ﹤0.01%
71,674
+71,670
218 219
220
221 222