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
3401
$6.81M ﹤0.01%
1,245,213
-1,046,699
3402
$6.81M ﹤0.01%
184,296
-35,132
3403
$6.81M ﹤0.01%
98,075
+37,702
3404
$6.8M ﹤0.01%
530,004
+267,166
3405
$6.78M ﹤0.01%
1,749,673
+144,589
3406
$6.77M ﹤0.01%
223,208
+77,900
3407
$6.77M ﹤0.01%
182,245
-57,157
3408
$6.76M ﹤0.01%
233,122
+217,963
3409
$6.76M ﹤0.01%
97,720
-5,376
3410
$6.76M ﹤0.01%
52,196
+13,370
3411
$6.75M ﹤0.01%
133,846
-2,620
3412
$6.73M ﹤0.01%
851,004
+839,403
3413
$6.73M ﹤0.01%
139,543
+99,903
3414
$6.73M ﹤0.01%
208,296
+89,720
3415
$6.72M ﹤0.01%
97,163
+34,735
3416
$6.7M ﹤0.01%
313,079
+65,030
3417
$6.7M ﹤0.01%
194,394
+21,675
3418
$6.69M ﹤0.01%
140,859
+119,289
3419
$6.69M ﹤0.01%
271,166
+56,019
3420
$6.69M ﹤0.01%
81,201
-52,665
3421
$6.69M ﹤0.01%
+93,902
3422
$6.67M ﹤0.01%
95,350
+67,920
3423
$6.66M ﹤0.01%
126,969
-105,636
3424
$6.66M ﹤0.01%
52,364
+27,991
3425
$6.66M ﹤0.01%
439,066
+67,464
135 136
137
138 139