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
6051
$133K ﹤0.01%
4,100
6052
$133K ﹤0.01%
4,783
+1,342
6053
$132K ﹤0.01%
3,980
6054
$132K ﹤0.01%
2,697
-100
6055
$131K ﹤0.01%
3,650
6056
$131K ﹤0.01%
523
-368
6057
$131K ﹤0.01%
40,810
+14,450
6058
$131K ﹤0.01%
3,802
-1,164
6059
$131K ﹤0.01%
19,143
+4,838
6060
$131K ﹤0.01%
2,924
+2,390
6061
$131K ﹤0.01%
5,687
+8
6062
$130K ﹤0.01%
8,652
+1,865
6063
$130K ﹤0.01%
+2,408
6064
$130K ﹤0.01%
2,547
-23,893
6065
$129K ﹤0.01%
4,496
+1,149
6066
$129K ﹤0.01%
6,164
-765
6067
$129K ﹤0.01%
24,520
+900
6068
$129K ﹤0.01%
13,088
-37
6069
$128K ﹤0.01%
+6,985
6070
$128K ﹤0.01%
5,239
+5,140
6071
$128K ﹤0.01%
30,895
-7,917
6072
$128K ﹤0.01%
46,278
-4,700
6073
$128K ﹤0.01%
3,354
+740
6074
$128K ﹤0.01%
19,962
-58,059
6075
$128K ﹤0.01%
46,580
-7,000
241 242
243
244 245