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
6201
$98K ﹤0.01%
9,900
6202
$97K ﹤0.01%
8,978
-11,665
6203
$97K ﹤0.01%
+122
6204
$97K ﹤0.01%
4,825
+4,729
6205
$97K ﹤0.01%
2
+1
6206
$97K ﹤0.01%
11,622
-7,205
6207
$96K ﹤0.01%
+4,840
6208
– –
0
6209
$96K ﹤0.01%
10,741
-10,550
6210
$96K ﹤0.01%
4,770
+845
6211
$96K ﹤0.01%
9,615
6212
$96K ﹤0.01%
11,868
+7,697
6213
$96K ﹤0.01%
9,400
-8,543
6214
$95K ﹤0.01%
9,221
6215
$95K ﹤0.01%
+3,582
6216
$95K ﹤0.01%
13,030
+5,326
6217
$95K ﹤0.01%
188
-213
6218
$95K ﹤0.01%
312
-71
6219
$95K ﹤0.01%
2,982
-794
6220
$94K ﹤0.01%
2,640
+2,628
6221
$94K ﹤0.01%
6,255
+1,463
6222
$94K ﹤0.01%
3,500
6223
$94K ﹤0.01%
9,333
-16,112
6224
$93K ﹤0.01%
2,310
-100
6225
$93K ﹤0.01%
1,899
-14
247 248
249
250 251