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
6251
$86K ﹤0.01%
12,545
+87
6252
$86K ﹤0.01%
3,758
+2,370
6253
$86K ﹤0.01%
8,591
+250
6254
$85K ﹤0.01%
4,135
+191
6255
$85K ﹤0.01%
5,975
-7,700
6256
$85K ﹤0.01%
2,750
6257
$85K ﹤0.01%
8,497
6258
$84K ﹤0.01%
3,438
-39
6259
$84K ﹤0.01%
1,825
6260
$84K ﹤0.01%
2,164
+1,282
6261
$83K ﹤0.01%
2,980
+1,880
6262
$83K ﹤0.01%
919
+864
6263
– –
0
6264
$83K ﹤0.01%
7,530
+6,040
6265
$83K ﹤0.01%
718,296
-100,000
6266
$82K ﹤0.01%
2,895
6267
$82K ﹤0.01%
2,222
+100
6268
$81K ﹤0.01%
2,616
-4,000
6269
$81K ﹤0.01%
10,530
+5,102
6270
$81K ﹤0.01%
691
+643
6271
$80K ﹤0.01%
2,058
+561
6272
$80K ﹤0.01%
1,639
-788
6273
$80K ﹤0.01%
2,622
+1,572
6274
$80K ﹤0.01%
10,017
6275
$80K ﹤0.01%
+24
249 250
251
252 253