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
5776
$236K ﹤0.01%
23,252
-8,083
5777
$235K ﹤0.01%
4,330
-3,477
5778
$235K ﹤0.01%
9,815
-20,000
5779
$235K ﹤0.01%
14,465
+8,610
5780
$233K ﹤0.01%
12,965
+712
5781
$233K ﹤0.01%
4,940
-170
5782
$233K ﹤0.01%
23,492
-17,836
5783
$232K ﹤0.01%
21,540
+171
5784
$231K ﹤0.01%
385
-2,731
5785
$231K ﹤0.01%
7,545
5786
$230K ﹤0.01%
550
+149
5787
$230K ﹤0.01%
+182
5788
$229K ﹤0.01%
2,323
+1,732
5789
$229K ﹤0.01%
6,754
+2,742
5790
$228K ﹤0.01%
44,450
+14,000
5791
$227K ﹤0.01%
7,792
-2,550
5792
$226K ﹤0.01%
+19
5793
$225K ﹤0.01%
9,237
-280
5794
$225K ﹤0.01%
30,528
+26,397
5795
$225K ﹤0.01%
18,749
+6,044
5796
$224K ﹤0.01%
+6,433
5797
$224K ﹤0.01%
32,059
-2,118
5798
$224K ﹤0.01%
22,698
-2,929
5799
$223K ﹤0.01%
12,850
-88,968
5800
$223K ﹤0.01%
248
+246
230 231
232
233 234