Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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 Quarter Est. Return
1 Year Est. Return
+24.8%
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
+$1.66B
2
+$1.5B
3
+$1.23B
4
W icon
Wayfair
W
+$1.05B
5
CRWD icon
CrowdStrike
CRWD
+$792M

Top Sells

1
+$7B
2
+$2.36B
3
+$1.53B
4
ISRG icon
Intuitive Surgical
ISRG
+$1.52B
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.27B

Sector Composition

1 Technology 20.12%
2 Healthcare 9.79%
3 Consumer Discretionary 9.12%
4 Communication Services 9.07%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3126
$8.63M ﹤0.01%
722,804
+42,579
3127
$8.62M ﹤0.01%
1,459,192
+8,688
3128
$8.62M ﹤0.01%
290,724
+122,144
3129
$8.62M ﹤0.01%
468,762
-810,735
3130
$8.61M ﹤0.01%
171,334
-48,998
3131
$8.6M ﹤0.01%
228,128
+93,187
3132
$8.6M ﹤0.01%
101,532
+30,986
3133
$8.59M ﹤0.01%
860,941
+436,031
3134
$8.59M ﹤0.01%
176,278
+26,268
3135
$8.58M ﹤0.01%
158,055
+156,770
3136
$8.56M ﹤0.01%
380,636
-4,433
3137
$8.55M ﹤0.01%
498,820
-293,300
3138
$8.54M ﹤0.01%
60,287
+18,642
3139
$8.54M ﹤0.01%
86,443
+43,420
3140
$8.54M ﹤0.01%
384,967
+329,035
3141
$8.52M ﹤0.01%
429,567
+343,645
3142
$8.51M ﹤0.01%
546,009
+513,289
3143
$8.5M ﹤0.01%
555,583
+98,654
3144
$8.49M ﹤0.01%
1,021,728
+852,880
3145
$8.49M ﹤0.01%
298,591
-8,861
3146
$8.48M ﹤0.01%
212,901
-67,831
3147
$8.48M ﹤0.01%
496,673
+41,726
3148
$8.48M ﹤0.01%
188,035
-203,523
3149
$8.47M ﹤0.01%
136,788
+10,185
3150
$8.47M ﹤0.01%
358,419
+14,215
124 125
126
127 128