Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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
6151
$108K ﹤0.01%
8,762
+8,700
6152
$108K ﹤0.01%
10,584
+1,544
6153
$108K ﹤0.01%
10,334
-25,718
6154
$107K ﹤0.01%
1,050
6155
$107K ﹤0.01%
3,853
+2,702
6156
$107K ﹤0.01%
3,647
6157
$107K ﹤0.01%
1,900
6158
$107K ﹤0.01%
1,122
+1,075
6159
$107K ﹤0.01%
4,740
+1,240
6160
$107K ﹤0.01%
36,367
-21,346
6161
$106K ﹤0.01%
1,458
+614
6162
$106K ﹤0.01%
7,692
+2,000
6163
$106K ﹤0.01%
21,921
-18,250
6164
$106K ﹤0.01%
3,341
-1,124
6165
$106K ﹤0.01%
4,413
-289
6166
$106K ﹤0.01%
1,935
-9,432
6167
$105K ﹤0.01%
23,627
+4,202
6168
$105K ﹤0.01%
3
+2
6169
$105K ﹤0.01%
1,317
+627
6170
$105K ﹤0.01%
3,000
6171
$104K ﹤0.01%
3,655
-16,608
6172
$104K ﹤0.01%
7,323
+1,905
6173
$104K ﹤0.01%
1,423
+682
6174
$104K ﹤0.01%
2,188
6175
$103K ﹤0.01%
4,381
+69
245 246
247
248 249