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
6651
$32K ﹤0.01%
888
-1,909
6652
$31K ﹤0.01%
+295
6653
$31K ﹤0.01%
1,363
+1,266
6654
$31K ﹤0.01%
3,700
+400
6655
$31K ﹤0.01%
603
6656
$31K ﹤0.01%
+1,500
6657
$31K ﹤0.01%
220,970
6658
$31K ﹤0.01%
1,639
+1,539
6659
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3,130
-1,642
6660
$31K ﹤0.01%
11,861
-11,750
6661
$31K ﹤0.01%
1,500
6662
$31K ﹤0.01%
3,639
+3,447
6663
$31K ﹤0.01%
12,382
+7,232
6664
$31K ﹤0.01%
2,922
-2,493
6665
$30K ﹤0.01%
6,530
+130
6666
$30K ﹤0.01%
350
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6667
$30K ﹤0.01%
1,578
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6668
$30K ﹤0.01%
874
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6669
$30K ﹤0.01%
3,663
6670
$30K ﹤0.01%
361
6671
$30K ﹤0.01%
1,000
6672
$30K ﹤0.01%
830
-703
6673
$30K ﹤0.01%
1,118
+661
6674
$30K ﹤0.01%
1,013
+317
6675
$30K ﹤0.01%
3,326
-2,024
265 266
267
268 269