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
3226
$7.95M ﹤0.01%
198,730
-48,916
3227
$7.94M ﹤0.01%
677,329
+21,938
3228
$7.93M ﹤0.01%
578,295
+20,123
3229
$7.93M ﹤0.01%
67,544
+12,406
3230
$7.92M ﹤0.01%
48,094
+10,863
3231
$7.92M ﹤0.01%
279,105
-81,946
3232
$7.91M ﹤0.01%
435,210
-428,794
3233
$7.91M ﹤0.01%
236,130
-82,054
3234
$7.9M ﹤0.01%
527,098
-13,061
3235
$7.89M ﹤0.01%
423,556
-52,930
3236
$7.89M ﹤0.01%
533,543
+135,418
3237
$7.89M ﹤0.01%
51,170
-7,377
3238
$7.88M ﹤0.01%
333,744
+46,758
3239
$7.88M ﹤0.01%
701,232
+307,249
3240
$7.86M ﹤0.01%
200,179
-21,888
3241
$7.86M ﹤0.01%
127,208
-45,752
3242
$7.85M ﹤0.01%
289,456
+135,460
3243
$7.85M ﹤0.01%
70,435
+2,774
3244
$7.83M ﹤0.01%
478,581
+70,223
3245
$7.83M ﹤0.01%
831,563
-505,421
3246
$7.82M ﹤0.01%
76,477
-1,203
3247
$7.82M ﹤0.01%
167,207
+36,065
3248
$7.8M ﹤0.01%
212,850
+50
3249
$7.78M ﹤0.01%
1,315,432
+261,505
3250
$7.78M ﹤0.01%
216,145
+65,816
128 129
130
131 132