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
3301
$7.47M ﹤0.01%
288,267
-99,074
3302
$7.47M ﹤0.01%
248,607
+62,249
3303
$7.46M ﹤0.01%
220,939
+112,442
3304
$7.46M ﹤0.01%
1,727,196
+267,335
3305
$7.46M ﹤0.01%
1,172,938
+103,632
3306
$7.46M ﹤0.01%
118,504
+51,617
3307
$7.45M ﹤0.01%
154,788
+22,116
3308
$7.45M ﹤0.01%
553,946
+53,694
3309
$7.44M ﹤0.01%
268,723
-368,237
3310
$7.44M ﹤0.01%
78,417
+45,025
3311
$7.44M ﹤0.01%
100,719
+15,026
3312
$7.42M ﹤0.01%
50,677
+20,917
3313
$7.41M ﹤0.01%
826,154
+26,090
3314
$7.41M ﹤0.01%
225,804
+91,530
3315
$7.4M ﹤0.01%
1,140,080
+917,361
3316
$7.4M ﹤0.01%
269,458
+94,862
3317
$7.39M ﹤0.01%
892,494
+9,541
3318
$7.38M ﹤0.01%
312,152
+5,388
3319
$7.37M ﹤0.01%
258,182
+103,487
3320
$7.37M ﹤0.01%
1,098,919
+871,699
3321
$7.37M ﹤0.01%
842,539
-129,152
3322
$7.36M ﹤0.01%
523,180
+31,025
3323
$7.36M ﹤0.01%
200,359
+136,250
3324
$7.34M ﹤0.01%
355,532
-367,767
3325
$7.33M ﹤0.01%
601,020
+588,232
131 132
133
134 135