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
5976
$155K ﹤0.01%
432
+425
5977
$155K ﹤0.01%
+66,600
5978
$154K ﹤0.01%
933
+903
5979
$154K ﹤0.01%
4,000
5980
$154K ﹤0.01%
37,348
-7,767
5981
$154K ﹤0.01%
10,536
-4,389
5982
$153K ﹤0.01%
8,325
-7,744
5983
$153K ﹤0.01%
3,786
+426
5984
$153K ﹤0.01%
1,701
+511
5985
$153K ﹤0.01%
16,371
+4,696
5986
$153K ﹤0.01%
+1
5987
$152K ﹤0.01%
8,809
+6,672
5988
$152K ﹤0.01%
5,948
+4,693
5989
$152K ﹤0.01%
49,642
-3,444
5990
$152K ﹤0.01%
3,862
+1,015
5991
$152K ﹤0.01%
511
-5,744
5992
$152K ﹤0.01%
15,756
+15,079
5993
$151K ﹤0.01%
10,920
-16,329
5994
$150K ﹤0.01%
6,024
+3,170
5995
$150K ﹤0.01%
16,744
+13,734
5996
$150K ﹤0.01%
15,404
+1,701
5997
$150K ﹤0.01%
66,666
5998
$149K ﹤0.01%
10,009
+5,943
5999
$149K ﹤0.01%
5,766
-13,687
6000
$149K ﹤0.01%
+2,468
238 239
240
241 242