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
5901
$183K ﹤0.01%
22,746
+3,092
5902
$182K ﹤0.01%
3,181
+2,361
5903
$182K ﹤0.01%
1,874
+1,325
5904
$181K ﹤0.01%
+7,592
5905
$181K ﹤0.01%
203
+106
5906
$180K ﹤0.01%
+19,606
5907
$180K ﹤0.01%
+91
5908
$180K ﹤0.01%
31,254
+13,734
5909
$179K ﹤0.01%
6,090
-589
5910
$178K ﹤0.01%
5,884
+1,980
5911
$178K ﹤0.01%
+21,177
5912
$177K ﹤0.01%
55,591
+11,520
5913
$177K ﹤0.01%
1,898
+1,117
5914
$176K ﹤0.01%
1,007
+380
5915
$175K ﹤0.01%
7,955
-231
5916
$175K ﹤0.01%
69,911
-977,741
5917
$175K ﹤0.01%
+8,900
5918
$175K ﹤0.01%
6,581
+2,083
5919
$175K ﹤0.01%
17,537
5920
$174K ﹤0.01%
4,406
-775
5921
$173K ﹤0.01%
10,588
+7,760
5922
$173K ﹤0.01%
5,196
+284
5923
$172K ﹤0.01%
3,680
+1,375
5924
$172K ﹤0.01%
15,499
+11,599
5925
$172K ﹤0.01%
+23,400
235 236
237
238 239