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
6401
$62K ﹤0.01%
2,552
+2,342
6402
$62K ﹤0.01%
4,979
+1,735
6403
$62K ﹤0.01%
6,206
6404
$62K ﹤0.01%
3,878
+366
6405
$62K ﹤0.01%
5,883
6406
$62K ﹤0.01%
2,023
+831
6407
$61K ﹤0.01%
7,622
+7,402
6408
$61K ﹤0.01%
2,460
+495
6409
$61K ﹤0.01%
319
-230
6410
$61K ﹤0.01%
5,900
-1
6411
$61K ﹤0.01%
2,473
+2,450
6412
$61K ﹤0.01%
5,680
-3,024
6413
$61K ﹤0.01%
2,692
+323
6414
$61K ﹤0.01%
6,027
6415
$61K ﹤0.01%
6,052
+600
6416
$61K ﹤0.01%
5,996
-2,523
6417
$60K ﹤0.01%
1,622
6418
$60K ﹤0.01%
13,135
+10,596
6419
$60K ﹤0.01%
573
+383
6420
$60K ﹤0.01%
1,242
-2,192
6421
$60K ﹤0.01%
26,955
6422
$60K ﹤0.01%
3,339
-1,154
6423
$60K ﹤0.01%
16,538
-258,464
6424
$59K ﹤0.01%
5,864
+995
6425
$59K ﹤0.01%
12,056
+11,756
255 256
257
258 259