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
5926
$170K ﹤0.01%
21,489
+16,900
5927
$170K ﹤0.01%
170,281
5928
$170K ﹤0.01%
11,206
-25
5929
$170K ﹤0.01%
16,900
-49,848
5930
$170K ﹤0.01%
16,847
-1,407
5931
$169K ﹤0.01%
+11,500
5932
$169K ﹤0.01%
16,235
-16,922
5933
$168K ﹤0.01%
8,326
+360
5934
$168K ﹤0.01%
7,643
+1,185
5935
$167K ﹤0.01%
620
+400
5936
$167K ﹤0.01%
2,091
-2,018
5937
$167K ﹤0.01%
37,167
-3,985
5938
$167K ﹤0.01%
6,154
+2,910
5939
$167K ﹤0.01%
16,095
+25
5940
$166K ﹤0.01%
6,234
-516
5941
$166K ﹤0.01%
+66
5942
$166K ﹤0.01%
+16,985
5943
$166K ﹤0.01%
+4,016
5944
$166K ﹤0.01%
22,850
+18,153
5945
$166K ﹤0.01%
101
+24
5946
$165K ﹤0.01%
9,287
-4,996
5947
$164K ﹤0.01%
5,750
-840
5948
$164K ﹤0.01%
15,544
5949
$163K ﹤0.01%
2,320
+482
5950
$163K ﹤0.01%
+16,622
236 237
238
239 240