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
6026
$139K ﹤0.01%
6,047
+2,431
6027
$139K ﹤0.01%
14,967
+214
6028
$139K ﹤0.01%
21,088
+12,554
6029
$139K ﹤0.01%
6,882
-91
6030
$139K ﹤0.01%
13,233
-3,246
6031
$138K ﹤0.01%
7,379
+7,289
6032
$137K ﹤0.01%
5,730
-1,065
6033
$137K ﹤0.01%
+100
6034
$136K ﹤0.01%
4,391
-160
6035
$136K ﹤0.01%
5,630
+1,925
6036
$135K ﹤0.01%
24,999
+23,055
6037
$135K ﹤0.01%
2,014
+1,503
6038
$135K ﹤0.01%
53,647
-4,759
6039
$135K ﹤0.01%
362
-12
6040
$135K ﹤0.01%
13,690
-55,906
6041
$135K ﹤0.01%
7,872
+5,086
6042
$134K ﹤0.01%
20,471
6043
$134K ﹤0.01%
18,908
+12,855
6044
$134K ﹤0.01%
8,188
+4,347
6045
$134K ﹤0.01%
7,593
-55
6046
$134K ﹤0.01%
+4,670
6047
$134K ﹤0.01%
9,686
-183,212
6048
$134K ﹤0.01%
10,954
+199
6049
$133K ﹤0.01%
+8,514
6050
$133K ﹤0.01%
5,077
+553
240 241
242
243 244