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
3726
$4.96M ﹤0.01%
317,146
-59,959
3727
$4.96M ﹤0.01%
903,176
-100,888
3728
$4.96M ﹤0.01%
306,088
+139,870
3729
$4.95M ﹤0.01%
315,726
+204,153
3730
$4.95M ﹤0.01%
146,496
+64,202
3731
$4.94M ﹤0.01%
56,519
-11,030
3732
$4.93M ﹤0.01%
149,980
+63,007
3733
$4.91M ﹤0.01%
96,618
+73,911
3734
$4.91M ﹤0.01%
756,440
+716,486
3735
$4.91M ﹤0.01%
+252,524
3736
$4.91M ﹤0.01%
57,455
+2,432
3737
$4.91M ﹤0.01%
51,086
+11,086
3738
$4.9M ﹤0.01%
75,714
+32,734
3739
$4.9M ﹤0.01%
557,116
+1,301
3740
$4.9M ﹤0.01%
568,137
+558,657
3741
$4.9M ﹤0.01%
181,483
+26,518
3742
$4.88M ﹤0.01%
29,483
+28,331
3743
$4.88M ﹤0.01%
223,427
+114,644
3744
$4.87M ﹤0.01%
885,199
+34,157
3745
$4.87M ﹤0.01%
159,128
+115,851
3746
$4.86M ﹤0.01%
101,031
-41,704
3747
$4.86M ﹤0.01%
324,413
-2,895
3748
$4.86M ﹤0.01%
727,327
-148,543
3749
$4.85M ﹤0.01%
123,215
-63,142
3750
$4.83M ﹤0.01%
102,166
-4,244
148 149
150
151 152