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
3751
$4.83M ﹤0.01%
418,671
-2,761
3752
$4.83M ﹤0.01%
325,154
+60,823
3753
$4.81M ﹤0.01%
47,326
-36,773
3754
$4.81M ﹤0.01%
875,753
+310,964
3755
$4.8M ﹤0.01%
93,481
-23,328
3756
$4.79M ﹤0.01%
184,715
+149,518
3757
$4.79M ﹤0.01%
118,606
-4,376
3758
$4.79M ﹤0.01%
707,457
+325,020
3759
$4.79M ﹤0.01%
204,726
+91,748
3760
$4.79M ﹤0.01%
97,375
-16,044
3761
$4.76M ﹤0.01%
240,787
-1,521
3762
$4.76M ﹤0.01%
66,189
+1,095
3763
$4.76M ﹤0.01%
102,608
+25,101
3764
$4.76M ﹤0.01%
1,628
-397
3765
$4.76M ﹤0.01%
186,624
-80
3766
$4.76M ﹤0.01%
726,568
-26,949
3767
$4.76M ﹤0.01%
110,650
-6,729
3768
$4.75M ﹤0.01%
91,071
-351,679
3769
$4.75M ﹤0.01%
116,575
-36,751
3770
$4.75M ﹤0.01%
69,952
-72
3771
$4.74M ﹤0.01%
86,404
-45,656
3772
$4.74M ﹤0.01%
224,942
-6,221
3773
$4.74M ﹤0.01%
180,385
+166,505
3774
$4.73M ﹤0.01%
159,355
+43,130
3775
$4.73M ﹤0.01%
589,070
+565,275
149 150
151
152 153