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
3426
$6.66M ﹤0.01%
1,716,512
+1,012,777
3427
$6.65M ﹤0.01%
315,206
+125,708
3428
$6.65M ﹤0.01%
332,715
+32,213
3429
$6.64M ﹤0.01%
51,237
-1,518
3430
$6.64M ﹤0.01%
308,720
-93,631
3431
$6.64M ﹤0.01%
334,096
+257,344
3432
$6.63M ﹤0.01%
362,087
+38,240
3433
$6.62M ﹤0.01%
158,726
+39,264
3434
$6.61M ﹤0.01%
118,937
+111,909
3435
$6.61M ﹤0.01%
1,580,506
+289,226
3436
$6.6M ﹤0.01%
455,871
+36,477
3437
$6.6M ﹤0.01%
147,873
+41,475
3438
$6.58M ﹤0.01%
206,704
+46,452
3439
$6.58M ﹤0.01%
125,885
-12,685
3440
$6.58M ﹤0.01%
273,376
+38,386
3441
$6.57M ﹤0.01%
539,462
-473,447
3442
$6.57M ﹤0.01%
56,026
-3,208
3443
$6.56M ﹤0.01%
240,029
-3,178
3444
$6.56M ﹤0.01%
556,598
+56,543
3445
$6.55M ﹤0.01%
194,490
-22,445
3446
$6.55M ﹤0.01%
94,953
+42,967
3447
$6.53M ﹤0.01%
42,779
+10,950
3448
$6.52M ﹤0.01%
133,137
-3,229
3449
$6.52M ﹤0.01%
404,558
+395,069
3450
$6.51M ﹤0.01%
179,640
+89,058
136 137
138
139 140