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
5751
$248K ﹤0.01%
7,019
+61
5752
$248K ﹤0.01%
23,322
+1,124
5753
$247K ﹤0.01%
1,252
-147,390
5754
$246K ﹤0.01%
4,973
+733
5755
$246K ﹤0.01%
1,046
-14
5756
$245K ﹤0.01%
9,426
+4,963
5757
$245K ﹤0.01%
4,239
-12,788
5758
$245K ﹤0.01%
20,133
+2,549
5759
$245K ﹤0.01%
24,282
5760
$244K ﹤0.01%
325
+116
5761
$244K ﹤0.01%
33,112
+785
5762
$244K ﹤0.01%
4,992
-762
5763
$243K ﹤0.01%
11,558
+11,327
5764
$242K ﹤0.01%
+11,259
5765
$242K ﹤0.01%
106,952
+33,302
5766
$241K ﹤0.01%
9,876
-14,442
5767
$241K ﹤0.01%
+8,282
5768
$241K ﹤0.01%
15,692
-12,897
5769
$240K ﹤0.01%
8,614
+3,102
5770
$240K ﹤0.01%
6,893
+6,280
5771
$240K ﹤0.01%
503
+105
5772
$239K ﹤0.01%
21,459
+2,209
5773
$239K ﹤0.01%
18,186
+6,268
5774
$239K ﹤0.01%
12,271
-182,216
5775
$236K ﹤0.01%
4,741
-160
229 230
231
232 233