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
5601
$337K ﹤0.01%
10,890
-65,077
5602
$337K ﹤0.01%
32,033
+31,504
5603
$335K ﹤0.01%
+1,742
5604
$334K ﹤0.01%
5,335
-624
5605
$334K ﹤0.01%
82,096
-34,702
5606
$333K ﹤0.01%
16,952
+16,842
5607
$333K ﹤0.01%
34,123
+12,638
5608
$332K ﹤0.01%
20,354
-3,829
5609
$330K ﹤0.01%
30,119
+29,187
5610
$329K ﹤0.01%
+26,831
5611
$329K ﹤0.01%
7,081
-8,591
5612
$328K ﹤0.01%
8,090
-4,466
5613
$327K ﹤0.01%
1,649
-1,027
5614
$325K ﹤0.01%
33,231
-245,869
5615
$325K ﹤0.01%
10,463
+4,538
5616
$324K ﹤0.01%
634
-739
5617
$324K ﹤0.01%
18,421
+17,766
5618
$324K ﹤0.01%
107,427
+67,894
5619
$322K ﹤0.01%
10,193
+8,940
5620
$322K ﹤0.01%
6,509
+11
5621
$322K ﹤0.01%
33,300
+2,178
5622
$321K ﹤0.01%
5,097
+3,047
5623
$320K ﹤0.01%
6,141
+562
5624
$320K ﹤0.01%
25,917
+13,023
5625
$320K ﹤0.01%
4,609
+3,569
223 224
225
226 227