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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
7551
– –
-303,850
7552
– –
-124
7553
$0 ﹤0.01%
10
7554
$0 ﹤0.01%
100
7555
– –
-13,086
7556
– –
-449,518
7557
– –
-10,100
7558
$0 ﹤0.01%
9
7559
– –
-5,111
7560
$0 ﹤0.01%
100
7561
– –
-2,051
7562
$0 ﹤0.01%
12
-2,500
7563
$0 ﹤0.01%
152
7564
– –
-6,500
7565
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-121
7566
$0 ﹤0.01%
+95
7567
– –
-475
7568
$0 ﹤0.01%
16
7569
$0 ﹤0.01%
+3
7570
– –
-100
7571
$0 ﹤0.01%
+66
7572
$0 ﹤0.01%
+115
7573
– –
-27,201
7574
– –
-123
7575
– –
-60
301 302
303
304 305