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
6226
– –
0
6227
$92K ﹤0.01%
3,742
+3,542
6228
$92K ﹤0.01%
+1,811
6229
$92K ﹤0.01%
10,016
-16,326
6230
$92K ﹤0.01%
+6,724
6231
$91K ﹤0.01%
4,147
+4,117
6232
$91K ﹤0.01%
2,929
+229
6233
$91K ﹤0.01%
+456
6234
$91K ﹤0.01%
+4,294
6235
$90K ﹤0.01%
2,789
-534
6236
$90K ﹤0.01%
3,000
6237
$90K ﹤0.01%
2,630
+1,696
6238
$90K ﹤0.01%
9,086
-2,469
6239
$89K ﹤0.01%
1,022
+663
6240
$89K ﹤0.01%
+1,392
6241
$89K ﹤0.01%
+496
6242
$88K ﹤0.01%
6,825
-45,860
6243
$88K ﹤0.01%
8,062
-1,268
6244
$87K ﹤0.01%
+3,585
6245
$87K ﹤0.01%
32,209
-7,263
6246
$87K ﹤0.01%
11,400
6247
$86K ﹤0.01%
3,520
-29,546
6248
$86K ﹤0.01%
6,152
+1,750
6249
$86K ﹤0.01%
+4,417
6250
$86K ﹤0.01%
+1
248 249
250
251 252