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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
6901
$15K ﹤0.01%
5,100
6902
$15K ﹤0.01%
10,000
6903
$15K ﹤0.01%
1,713
+1,482
6904
$15K ﹤0.01%
+584
6905
$15K ﹤0.01%
75
-5
6906
$15K ﹤0.01%
1,450
+1,000
6907
$15K ﹤0.01%
639
-8
6908
$15K ﹤0.01%
1,479
-18,721
6909
$15K ﹤0.01%
240
+5
6910
$15K ﹤0.01%
2,021
+638
6911
$15K ﹤0.01%
1,163
6912
$15K ﹤0.01%
832
-15,608
6913
$15K ﹤0.01%
475
+5
6914
$15K ﹤0.01%
277
-187
6915
$15K ﹤0.01%
+395
6916
$15K ﹤0.01%
773
6917
$15K ﹤0.01%
107
+60
6918
$15K ﹤0.01%
877
6919
$15K ﹤0.01%
+14,710
6920
$15K ﹤0.01%
+400
6921
$14K ﹤0.01%
+859
6922
$14K ﹤0.01%
331
6923
– –
-1
6924
$14K ﹤0.01%
+270
6925
$14K ﹤0.01%
500
275 276
277
278 279