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
3526
$6.13M ﹤0.01%
138,865
+24,502
3527
$6.12M ﹤0.01%
245,500
+55,640
3528
$6.12M ﹤0.01%
387,955
+17,336
3529
$6.1M ﹤0.01%
141,389
+61,359
3530
$6.1M ﹤0.01%
415,058
+269,735
3531
$6.09M ﹤0.01%
140,352
+2,094
3532
$6.09M ﹤0.01%
286,044
+176,358
3533
$6.08M ﹤0.01%
474,670
+24,974
3534
$6.08M ﹤0.01%
54,273
-80,872
3535
$6.08M ﹤0.01%
249,527
+45,300
3536
$6.07M ﹤0.01%
270,874
+155,085
3537
$6.07M ﹤0.01%
110,464
+34,868
3538
$6.05M ﹤0.01%
92,769
-52,596
3539
$6.04M ﹤0.01%
987,654
-67,252
3540
$6.04M ﹤0.01%
157,866
+42,262
3541
$6.03M ﹤0.01%
134,697
+35,721
3542
$6.02M ﹤0.01%
121,490
-102,070
3543
$6.02M ﹤0.01%
958,080
-809,068
3544
$6.02M ﹤0.01%
2,496,453
+942,985
3545
$6.01M ﹤0.01%
321,400
+14,390
3546
$5.99M ﹤0.01%
257,905
+102,615
3547
$5.99M ﹤0.01%
106,557
+64,769
3548
$5.97M ﹤0.01%
66,393
-1,290
3549
$5.96M ﹤0.01%
399,718
+21,441
3550
$5.95M ﹤0.01%
237,966
+93,519
140 141
142
143 144