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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
7501
$1K ﹤0.01%
+108
7502
$1K ﹤0.01%
64
+32
7503
$1K ﹤0.01%
+129
7504
$1K ﹤0.01%
100
7505
$1K ﹤0.01%
78
7506
$1K ﹤0.01%
+23
7507
$1K ﹤0.01%
+200
7508
$1K ﹤0.01%
122
7509
$1K ﹤0.01%
42
7510
$1K ﹤0.01%
32
7511
$1K ﹤0.01%
374
7512
$1K ﹤0.01%
+108
7513
– –
-91
7514
– –
-1
7515
– –
-98,031
7516
– –
-300
7517
– –
-583,548
7518
– –
-15
7519
– –
-4,255,386
7520
– –
-6,057
7521
– –
-344,641
7522
– –
-100,385
7523
– –
-6,661
7524
– –
-413,053
7525
– –
-17,987
299 300
301
302 303