Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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
6826
$19K ﹤0.01%
+447
6827
$19K ﹤0.01%
821
-3,694
6828
$19K ﹤0.01%
4
6829
$19K ﹤0.01%
430
6830
$19K ﹤0.01%
450
6831
$19K ﹤0.01%
2,310
+1,367
6832
$19K ﹤0.01%
562
6833
$19K ﹤0.01%
368
+336
6834
$19K ﹤0.01%
+2,000
6835
$19K ﹤0.01%
1,926
-50
6836
$18K ﹤0.01%
+659
6837
$18K ﹤0.01%
4,258
-2,342
6838
$18K ﹤0.01%
1,500
+903
6839
$18K ﹤0.01%
2,480
+1,808
6840
$18K ﹤0.01%
1,887
+447
6841
$18K ﹤0.01%
3,910
6842
$18K ﹤0.01%
240
-136
6843
$18K ﹤0.01%
636
6844
$18K ﹤0.01%
470
6845
$18K ﹤0.01%
3,195
-20,465
6846
$18K ﹤0.01%
60
-600
6847
$18K ﹤0.01%
37,674
-24,880
6848
$18K ﹤0.01%
382
6849
$17K ﹤0.01%
5,906
6850
$17K ﹤0.01%
550
272 273
274
275 276