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
3551
$5.94M ﹤0.01%
46,937
+39,927
3552
$5.94M ﹤0.01%
+380,998
3553
$5.94M ﹤0.01%
63,589
-151,810
3554
$5.93M ﹤0.01%
286,986
+169,783
3555
$5.92M ﹤0.01%
175,153
+80,136
3556
$5.92M ﹤0.01%
118,125
-8,731
3557
$5.92M ﹤0.01%
342,039
+54,554
3558
$5.92M ﹤0.01%
136,564
+27,440
3559
$5.92M ﹤0.01%
246,842
-68,269
3560
$5.92M ﹤0.01%
72,518
-20,859
3561
$5.91M ﹤0.01%
697,456
+636,962
3562
$5.9M ﹤0.01%
136,294
+135,057
3563
$5.9M ﹤0.01%
325,664
+8,567
3564
$5.9M ﹤0.01%
111,068
+26,472
3565
$5.89M ﹤0.01%
2,953,465
+2,438,682
3566
$5.88M ﹤0.01%
102,173
+2,119
3567
$5.88M ﹤0.01%
101,760
+32,924
3568
$5.88M ﹤0.01%
713,351
+489,861
3569
$5.88M ﹤0.01%
1,263,834
-1,304,306
3570
$5.87M ﹤0.01%
42,072
+41,916
3571
$5.87M ﹤0.01%
95,524
+62,270
3572
$5.86M ﹤0.01%
156,291
+5,202
3573
$5.85M ﹤0.01%
772,756
+27,338
3574
$5.83M ﹤0.01%
46,881
-9,488
3575
$5.82M ﹤0.01%
31,550
+14,266
141 142
143
144 145