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
5526
$398K ﹤0.01%
29,201
-4,600
5527
$398K ﹤0.01%
19,707
+11,824
5528
$397K ﹤0.01%
25,397
+1,615
5529
$397K ﹤0.01%
15,527
+10,227
5530
$396K ﹤0.01%
18,686
+17,004
5531
$396K ﹤0.01%
18,249
-10,437
5532
$394K ﹤0.01%
35,114
+20,117
5533
$394K ﹤0.01%
49,277
+17,533
5534
$393K ﹤0.01%
44,331
+42,144
5535
$393K ﹤0.01%
106,770
-529,144
5536
$392K ﹤0.01%
19,448
-32,502
5537
$392K ﹤0.01%
22,306
-8,524
5538
$391K ﹤0.01%
2,791
+2,788
5539
$388K ﹤0.01%
12,087
+5,149
5540
$388K ﹤0.01%
15,169
+6,255
5541
$387K ﹤0.01%
15,766
+5,302
5542
$387K ﹤0.01%
32,912
+16,895
5543
$387K ﹤0.01%
73,233
-265,481
5544
$386K ﹤0.01%
6,801
+5,509
5545
$384K ﹤0.01%
23,192
+13,059
5546
$384K ﹤0.01%
24,530
+9,980
5547
$383K ﹤0.01%
31,091
-1,379
5548
$383K ﹤0.01%
25,454
-23,588
5549
$381K ﹤0.01%
5,751
-1,621
5550
$381K ﹤0.01%
12,969
-19,633
220 221
222
223 224