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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
7201
$5K ﹤0.01%
+500
7202
$5K ﹤0.01%
500
7203
$5K ﹤0.01%
470
7204
$5K ﹤0.01%
8,539
-8
7205
$5K ﹤0.01%
475
7206
$5K ﹤0.01%
200
7207
$5K ﹤0.01%
158
7208
$5K ﹤0.01%
+150
7209
$5K ﹤0.01%
+1,851
7210
$5K ﹤0.01%
222
-123
7211
$5K ﹤0.01%
+4,155
7212
$5K ﹤0.01%
+436
7213
$5K ﹤0.01%
+500
7214
$5K ﹤0.01%
498
-115
7215
$5K ﹤0.01%
1,494
7216
$5K ﹤0.01%
2,550
7217
$5K ﹤0.01%
295
7218
$4K ﹤0.01%
337
7219
$4K ﹤0.01%
383
7220
$4K ﹤0.01%
397
-28,330
7221
$4K ﹤0.01%
+100
7222
$4K ﹤0.01%
39
-253
7223
$4K ﹤0.01%
289
7224
$4K ﹤0.01%
100
-667
7225
$4K ﹤0.01%
+140
287 288
289
290 291