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
6601
$38K ﹤0.01%
3,071
-16,589
6602
$38K ﹤0.01%
3,736
-18,661
6603
$38K ﹤0.01%
2,028
+1,903
6604
$37K ﹤0.01%
+612
6605
$37K ﹤0.01%
1,478
6606
$37K ﹤0.01%
2,890
6607
$37K ﹤0.01%
3,345
-920
6608
$37K ﹤0.01%
1,764
+5
6609
$37K ﹤0.01%
+97
6610
$37K ﹤0.01%
3,714
6611
$36K ﹤0.01%
1,654
+281
6612
$36K ﹤0.01%
26
6613
$36K ﹤0.01%
1,372
+383
6614
$36K ﹤0.01%
6,500
-210,790
6615
$36K ﹤0.01%
+26,732
6616
$35K ﹤0.01%
555
6617
$35K ﹤0.01%
6,187
+396
6618
$35K ﹤0.01%
13,636
-93,243
6619
$35K ﹤0.01%
+17,136
6620
$35K ﹤0.01%
3,450
6621
$35K ﹤0.01%
2,480
-11,820
6622
$35K ﹤0.01%
3,479
-1,547
6623
$35K ﹤0.01%
1,065
-246
6624
$35K ﹤0.01%
900
-270
6625
$35K ﹤0.01%
1,188
263 264
265
266 267