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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
6551
$43K ﹤0.01%
13,551
+5,432
6552
$43K ﹤0.01%
6,178
-700
6553
$43K ﹤0.01%
4,325
-17
6554
$43K ﹤0.01%
15,049
+6,892
6555
$43K ﹤0.01%
3,979
6556
$43K ﹤0.01%
4,101
-1,300
6557
$42K ﹤0.01%
7,325
-8,742
6558
$42K ﹤0.01%
800
6559
$42K ﹤0.01%
10,972
+3,863
6560
$42K ﹤0.01%
1,205
+500
6561
$41K ﹤0.01%
880
+371
6562
$41K ﹤0.01%
+1,136
6563
$41K ﹤0.01%
449
+100
6564
$41K ﹤0.01%
793
6565
$41K ﹤0.01%
1,645
+846
6566
$41K ﹤0.01%
813
+775
6567
$41K ﹤0.01%
1,750
-1,800
6568
$41K ﹤0.01%
4,031
6569
$41K ﹤0.01%
1,252
6570
$41K ﹤0.01%
1,160
+510
6571
$41K ﹤0.01%
1,046
+257
6572
$41K ﹤0.01%
3,987
6573
$40K ﹤0.01%
3,233
6574
$40K ﹤0.01%
1,342
6575
$40K ﹤0.01%
+1,700
261 262
263
264 265