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
6001
$149K ﹤0.01%
15,071
-125
6002
$148K ﹤0.01%
+6,048
6003
$148K ﹤0.01%
2,254
-3,027
6004
$148K ﹤0.01%
516
+101
6005
$148K ﹤0.01%
3,318
+630
6006
$147K ﹤0.01%
5,878
-1,832
6007
$147K ﹤0.01%
3,275
+100
6008
$146K ﹤0.01%
+505
6009
$146K ﹤0.01%
101,457
-48,143
6010
$146K ﹤0.01%
4,680
+1,762
6011
$145K ﹤0.01%
14,373
6012
$144K ﹤0.01%
5,857
6013
$143K ﹤0.01%
+3,663
6014
$143K ﹤0.01%
2,309
+1,748
6015
$143K ﹤0.01%
9,526
+9,428
6016
$143K ﹤0.01%
5,123
+3,587
6017
$143K ﹤0.01%
7,625
+7,563
6018
$143K ﹤0.01%
8,158
+2,807
6019
$142K ﹤0.01%
19,652
+7,661
6020
$142K ﹤0.01%
7,610
+7,557
6021
$141K ﹤0.01%
14,113
+3,200
6022
$141K ﹤0.01%
1,551
+1,286
6023
$141K ﹤0.01%
1,663
+233
6024
$140K ﹤0.01%
1,037
-216
6025
$140K ﹤0.01%
13,865
-29,651
239 240
241
242 243