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
3476
$6.36M ﹤0.01%
53,235
+17,143
3477
$6.36M ﹤0.01%
169,452
+79,964
3478
$6.34M ﹤0.01%
92,969
+83,490
3479
$6.33M ﹤0.01%
154,876
-48,063
3480
$6.33M ﹤0.01%
126,864
-12,606
3481
$6.33M ﹤0.01%
215,043
+31,841
3482
$6.32M ﹤0.01%
118,642
+71,868
3483
$6.32M ﹤0.01%
270,218
-20,742
3484
$6.32M ﹤0.01%
1,394,161
-652,849
3485
$6.31M ﹤0.01%
297,655
+33,258
3486
$6.31M ﹤0.01%
141,673
+78,023
3487
$6.31M ﹤0.01%
+46,728
3488
$6.3M ﹤0.01%
115,447
+19,126
3489
$6.29M ﹤0.01%
23,187
-11,487
3490
$6.28M ﹤0.01%
458,729
+75,860
3491
$6.25M ﹤0.01%
115,338
-48,313
3492
$6.25M ﹤0.01%
131,835
+38,688
3493
$6.25M ﹤0.01%
268,645
+3,816
3494
$6.25M ﹤0.01%
117,583
-15,604
3495
$6.24M ﹤0.01%
681,595
+486,926
3496
$6.24M ﹤0.01%
413,731
-166,749
3497
$6.24M ﹤0.01%
76,451
-4,915
3498
$6.24M ﹤0.01%
175,248
-201,318
3499
$6.24M ﹤0.01%
146,247
-51,043
3500
$6.24M ﹤0.01%
239,597
-313,717
138 139
140
141 142