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
3451
$6.5M ﹤0.01%
415,342
-1,039,506
3452
$6.5M ﹤0.01%
447,970
+289,099
3453
$6.5M ﹤0.01%
255,528
+108,246
3454
$6.5M ﹤0.01%
242,272
-46,966
3455
$6.47M ﹤0.01%
706,114
+626,333
3456
$6.47M ﹤0.01%
688,766
+81,811
3457
$6.45M ﹤0.01%
125,576
+123,950
3458
$6.45M ﹤0.01%
182,203
+53,916
3459
$6.44M ﹤0.01%
131,373
+86,964
3460
$6.44M ﹤0.01%
+323
3461
$6.43M ﹤0.01%
229,625
+17,247
3462
$6.42M ﹤0.01%
709,168
+8,535
3463
$6.42M ﹤0.01%
229,526
+30,642
3464
$6.42M ﹤0.01%
377,857
+44,957
3465
$6.42M ﹤0.01%
20,950
+10,710
3466
$6.42M ﹤0.01%
218,385
+76,600
3467
$6.42M ﹤0.01%
308,517
-4,579
3468
$6.41M ﹤0.01%
147,919
-15,519
3469
$6.4M ﹤0.01%
214,355
+35,930
3470
$6.39M ﹤0.01%
298,020
-10,901
3471
$6.39M ﹤0.01%
178,470
+92,540
3472
$6.38M ﹤0.01%
189,588
+42,158
3473
$6.38M ﹤0.01%
237,216
+127,936
3474
$6.37M ﹤0.01%
86,168
+19,707
3475
$6.36M ﹤0.01%
333,793
+16,096
137 138
139
140 141