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
5501
$414K ﹤0.01%
895
-1,754
5502
$413K ﹤0.01%
19,354
+2,624
5503
$413K ﹤0.01%
7,940
+7,939
5504
$411K ﹤0.01%
31,975
-29,531
5505
$411K ﹤0.01%
21,207
+5,422
5506
$411K ﹤0.01%
63,564
-138,124
5507
$411K ﹤0.01%
14,810
+6,227
5508
$410K ﹤0.01%
23,339
+14,465
5509
$410K ﹤0.01%
+5,370
5510
$410K ﹤0.01%
9,616
+4,486
5511
$408K ﹤0.01%
15,136
-872
5512
$408K ﹤0.01%
+13,224
5513
$407K ﹤0.01%
35,946
-4,648
5514
$406K ﹤0.01%
85,528
-5,859
5515
$406K ﹤0.01%
20,751
+3,539
5516
$406K ﹤0.01%
49,963
+33,638
5517
$405K ﹤0.01%
8,700
+7,970
5518
$405K ﹤0.01%
24,683
+2,266
5519
$404K ﹤0.01%
11,528
+2,064
5520
$404K ﹤0.01%
37,637
+1,477
5521
$403K ﹤0.01%
124,904
+94,335
5522
$402K ﹤0.01%
36,581
-12,649
5523
$401K ﹤0.01%
5,618
-3,713
5524
$400K ﹤0.01%
+143,477
5525
$399K ﹤0.01%
47,059
+19,644
219 220
221
222 223