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
6576
$40K ﹤0.01%
+1,700
6577
$40K ﹤0.01%
600
6578
$40K ﹤0.01%
3,932
-4,488
6579
$40K ﹤0.01%
3,814
6580
$40K ﹤0.01%
3,481
-1,187
6581
$40K ﹤0.01%
20,000
-1
6582
$39K ﹤0.01%
1,123
+998
6583
$39K ﹤0.01%
1,250
6584
$39K ﹤0.01%
7,484
6585
$39K ﹤0.01%
10,195
-34,699
6586
$39K ﹤0.01%
1,131
6587
$39K ﹤0.01%
213
+63
6588
$39K ﹤0.01%
504
+461
6589
$39K ﹤0.01%
1,744
+1,285
6590
$39K ﹤0.01%
16,504
+10,957
6591
– –
0
6592
$38K ﹤0.01%
8,000
6593
$38K ﹤0.01%
1,388
6594
$38K ﹤0.01%
+3,900
6595
$38K ﹤0.01%
3,718
6596
$38K ﹤0.01%
3,125
+3,049
6597
$38K ﹤0.01%
3,772
6598
$38K ﹤0.01%
3,728
-999
6599
$38K ﹤0.01%
3,850
6600
$38K ﹤0.01%
3,640
-2,000
262 263
264
265 266