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
5676
$293K ﹤0.01%
5,731
5677
$293K ﹤0.01%
10,921
+5,128
5678
$293K ﹤0.01%
16,304
-180
5679
$292K ﹤0.01%
8,875
-15,207
5680
$292K ﹤0.01%
4,498
-142
5681
$291K ﹤0.01%
+3,119
5682
$290K ﹤0.01%
11,118
-512
5683
$290K ﹤0.01%
63,068
+62,991
5684
$289K ﹤0.01%
89,188
+78,402
5685
$289K ﹤0.01%
22,962
+5,982
5686
$289K ﹤0.01%
+5,381
5687
$288K ﹤0.01%
54,458
+4,590
5688
$288K ﹤0.01%
+11,467
5689
$287K ﹤0.01%
+29,421
5690
$287K ﹤0.01%
4,122
-822
5691
$287K ﹤0.01%
18,576
+945
5692
$286K ﹤0.01%
16,000
5693
$285K ﹤0.01%
70,080
-3,509
5694
$284K ﹤0.01%
+16,881
5695
$281K ﹤0.01%
8,986
+636
5696
$281K ﹤0.01%
1,168
+480
5697
$281K ﹤0.01%
27,367
-12,753
5698
$280K ﹤0.01%
152,699
+12,541
5699
$278K ﹤0.01%
8,614
+3,008
5700
$278K ﹤0.01%
44,417
+6,311
226 227
228
229 230