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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
6976
$12K ﹤0.01%
2,187
+1,972
6977
$12K ﹤0.01%
+200
6978
$12K ﹤0.01%
+296
6979
$12K ﹤0.01%
+432
6980
$12K ﹤0.01%
140
+7
6981
$12K ﹤0.01%
179
-12
6982
$12K ﹤0.01%
710
+688
6983
$12K ﹤0.01%
+500
6984
$12K ﹤0.01%
403
6985
$12K ﹤0.01%
798
-19
6986
$12K ﹤0.01%
1,100
+150
6987
$12K ﹤0.01%
1,133
-359
6988
$12K ﹤0.01%
2,024
-33
6989
$12K ﹤0.01%
1,185
6990
$12K ﹤0.01%
302
-37
6991
$12K ﹤0.01%
1,599
-9,520
6992
$12K ﹤0.01%
1,107
6993
$12K ﹤0.01%
1,118
6994
$12K ﹤0.01%
1,131
6995
$12K ﹤0.01%
+6
6996
$12K ﹤0.01%
382
6997
$12K ﹤0.01%
+220
6998
$11K ﹤0.01%
1,612
+655
6999
$11K ﹤0.01%
+1,550
7000
$11K ﹤0.01%
4,647
-33,990
278 279
280
281 282