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
3276
$7.6M ﹤0.01%
535,708
+203,959
3277
$7.59M ﹤0.01%
179,481
+160,778
3278
$7.58M ﹤0.01%
156,574
+81,963
3279
$7.58M ﹤0.01%
676,294
+134,588
3280
$7.57M ﹤0.01%
154,529
-22,036
3281
$7.57M ﹤0.01%
244,953
-7,090
3282
$7.57M ﹤0.01%
77,879
+21,584
3283
$7.56M ﹤0.01%
412,105
+170,881
3284
$7.56M ﹤0.01%
83,034
-11,876
3285
$7.55M ﹤0.01%
769,828
-92,059
3286
$7.55M ﹤0.01%
181,669
+45,641
3287
$7.54M ﹤0.01%
85,149
-5,112
3288
$7.54M ﹤0.01%
98,984
-5,524
3289
$7.53M ﹤0.01%
193,702
+175,553
3290
$7.52M ﹤0.01%
350,926
+63,753
3291
$7.52M ﹤0.01%
509,556
+9,790
3292
$7.51M ﹤0.01%
191,411
+3,892
3293
$7.5M ﹤0.01%
3,151,425
+28,338
3294
$7.49M ﹤0.01%
78,918
-8,932
3295
$7.49M ﹤0.01%
112,701
+11,964
3296
$7.49M ﹤0.01%
163,754
-117,800
3297
$7.48M ﹤0.01%
166,941
-495,508
3298
$7.48M ﹤0.01%
363,864
+270,313
3299
$7.48M ﹤0.01%
602,601
+518,704
3300
$7.47M ﹤0.01%
74,482
+1,256
130 131
132
133 134