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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
6951
$13K ﹤0.01%
348
6952
$13K ﹤0.01%
2,563
+1,981
6953
$13K ﹤0.01%
1,086
+56
6954
$13K ﹤0.01%
1,250
+250
6955
$13K ﹤0.01%
5
+1
6956
$13K ﹤0.01%
320
6957
$13K ﹤0.01%
1,250
6958
$13K ﹤0.01%
1,334
6959
$13K ﹤0.01%
613
-4,812
6960
$13K ﹤0.01%
1,251
-4,900
6961
$13K ﹤0.01%
487
6962
$13K ﹤0.01%
11,072
+10,143
6963
$13K ﹤0.01%
953
6964
$13K ﹤0.01%
1,845
+100
6965
$13K ﹤0.01%
2,900
+401
6966
$13K ﹤0.01%
1,002
-1
6967
$13K ﹤0.01%
1,300
6968
$13K ﹤0.01%
2,511
-171,950
6969
$13K ﹤0.01%
645
6970
$13K ﹤0.01%
3
6971
$13K ﹤0.01%
750
+660
6972
$13K ﹤0.01%
+1,126
6973
$12K ﹤0.01%
4,200
6974
$12K ﹤0.01%
51
+21
6975
$12K ﹤0.01%
562
277 278
279
280 281