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
5551
$380K ﹤0.01%
222,207
+98,374
5552
$378K ﹤0.01%
8,401
+3,779
5553
$378K ﹤0.01%
6,440
+1,077
5554
$376K ﹤0.01%
26,270
-2,419
5555
$375K ﹤0.01%
9,209
+2,701
5556
$375K ﹤0.01%
13,893
+5,032
5557
$375K ﹤0.01%
8,543
+6,720
5558
$375K ﹤0.01%
18,061
+10,107
5559
$374K ﹤0.01%
61,164
+6,875
5560
$372K ﹤0.01%
19,984
+15,149
5561
$372K ﹤0.01%
66,235
-293,082
5562
$372K ﹤0.01%
103,491
+79,903
5563
$371K ﹤0.01%
16,984
+1,941
5564
$371K ﹤0.01%
9,188
+6,790
5565
$371K ﹤0.01%
5,368
+5,354
5566
$370K ﹤0.01%
6,819
+493
5567
$370K ﹤0.01%
24,684
+1,419
5568
$369K ﹤0.01%
16,630
+3,527
5569
$369K ﹤0.01%
34,492
-22,800
5570
$367K ﹤0.01%
128,762
+18,235
5571
$365K ﹤0.01%
20,807
+4,457
5572
$364K ﹤0.01%
36,215
-7,376
5573
$362K ﹤0.01%
695
-1,928
5574
$360K ﹤0.01%
10,408
+6,144
5575
$357K ﹤0.01%
2,740
+2,645
221 222
223
224 225