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
3326
$7.33M ﹤0.01%
93,734
+50,309
3327
$7.33M ﹤0.01%
259,575
-2,463
3328
$7.32M ﹤0.01%
437,579
+82,532
3329
$7.32M ﹤0.01%
476,010
-4,992
3330
$7.32M ﹤0.01%
900,958
+46,246
3331
$7.31M ﹤0.01%
417,748
+155,250
3332
$7.31M ﹤0.01%
309,721
+9,330
3333
$7.3M ﹤0.01%
435,172
+1,603
3334
$7.28M ﹤0.01%
267,708
-36,236
3335
$7.27M ﹤0.01%
207,002
+185,775
3336
$7.27M ﹤0.01%
204,113
+128,822
3337
$7.27M ﹤0.01%
120,006
+80,084
3338
$7.26M ﹤0.01%
379,137
+284,635
3339
$7.26M ﹤0.01%
847,877
-18,743
3340
$7.25M ﹤0.01%
996,886
+660,714
3341
$7.24M ﹤0.01%
63,272
+29,131
3342
$7.24M ﹤0.01%
316,383
+76,169
3343
$7.24M ﹤0.01%
92,505
+31,367
3344
$7.24M ﹤0.01%
119,354
+706
3345
$7.24M ﹤0.01%
188,195
-6,460
3346
$7.23M ﹤0.01%
120,939
+35,541
3347
$7.19M ﹤0.01%
167,926
+12,193
3348
$7.16M ﹤0.01%
89,678
-46,333
3349
$7.16M ﹤0.01%
104,062
+56,242
3350
$7.15M ﹤0.01%
55,100
+43,337
132 133
134
135 136