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
5726
$261K ﹤0.01%
26,070
-4,300
5727
$261K ﹤0.01%
10,295
+1,610
5728
$260K ﹤0.01%
1,325
+168
5729
$260K ﹤0.01%
9,340
-32,687
5730
$259K ﹤0.01%
3,710
+772
5731
$259K ﹤0.01%
17,051
+7,207
5732
$259K ﹤0.01%
24,478
-3,075
5733
$258K ﹤0.01%
10,017
-1,153
5734
$258K ﹤0.01%
25,164
+1,726
5735
$256K ﹤0.01%
8,426
+3,245
5736
$255K ﹤0.01%
11,455
+7,175
5737
$255K ﹤0.01%
900
5738
$254K ﹤0.01%
14,184
+14
5739
$254K ﹤0.01%
48,151
+28,998
5740
$253K ﹤0.01%
25,303
-5,997
5741
$253K ﹤0.01%
20,692
+12,573
5742
$251K ﹤0.01%
9,698
+5,067
5743
$251K ﹤0.01%
18,266
+1,134
5744
$251K ﹤0.01%
16,861
-3,320
5745
$251K ﹤0.01%
22,188
-24,992
5746
$250K ﹤0.01%
9,565
-553
5747
$249K ﹤0.01%
6,977
+1,765
5748
$249K ﹤0.01%
582
+405
5749
$249K ﹤0.01%
58,577
+54,984
5750
$248K ﹤0.01%
13,620
+5,376
228 229
230
231 232