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
6526
$45K ﹤0.01%
+16
6527
$45K ﹤0.01%
+1,968
6528
$45K ﹤0.01%
+22
6529
$45K ﹤0.01%
1,406
6530
$45K ﹤0.01%
301
-7,832
6531
$45K ﹤0.01%
84,899
+82,248
6532
$44K ﹤0.01%
+6,396
6533
$44K ﹤0.01%
1,308
6534
$44K ﹤0.01%
2,468
-346
6535
$44K ﹤0.01%
5,660
6536
$44K ﹤0.01%
1,095
+17
6537
$44K ﹤0.01%
382
-16,739
6538
$44K ﹤0.01%
1,139
-188
6539
$44K ﹤0.01%
7,285
+300
6540
$44K ﹤0.01%
178
6541
$44K ﹤0.01%
1,212
-400
6542
$44K ﹤0.01%
4,216
6543
$44K ﹤0.01%
533
+83
6544
$44K ﹤0.01%
4,374
-12,506
6545
$44K ﹤0.01%
4,224
6546
$43K ﹤0.01%
+1,340
6547
$43K ﹤0.01%
144
6548
$43K ﹤0.01%
+10
6549
$43K ﹤0.01%
7,030
-9,015
6550
$43K ﹤0.01%
2,967
-19,331
260 261
262
263 264