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
6276
$80K ﹤0.01%
8,047
-3,367
6277
$80K ﹤0.01%
5,000
6278
$80K ﹤0.01%
12,048
+6,901
6279
$80K ﹤0.01%
18,055
+8,991
6280
$80K ﹤0.01%
12,895
-7,594
6281
$79K ﹤0.01%
1,777
-1,292
6282
$79K ﹤0.01%
5,617
6283
$79K ﹤0.01%
28,912
-28,406
6284
$79K ﹤0.01%
15,000
6285
$79K ﹤0.01%
15,547
+878
6286
$78K ﹤0.01%
2,555
6287
$78K ﹤0.01%
12,862
-779
6288
$78K ﹤0.01%
7,600
+2,400
6289
$78K ﹤0.01%
2,500
6290
$78K ﹤0.01%
1,558
-16,691
6291
$78K ﹤0.01%
7,528
-6,641
6292
$78K ﹤0.01%
+11,956
6293
$77K ﹤0.01%
2,500
6294
$77K ﹤0.01%
873
+450
6295
$77K ﹤0.01%
+7,944
6296
$77K ﹤0.01%
7,677
6297
$77K ﹤0.01%
7,455
6298
$75K ﹤0.01%
2,426
6299
$75K ﹤0.01%
38,661
6300
$75K ﹤0.01%
3,439
-10,347
250 251
252
253 254