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
3776
$4.72M ﹤0.01%
165,329
-82,025
3777
$4.71M ﹤0.01%
252,291
+201,126
3778
$4.71M ﹤0.01%
86,842
+1,591
3779
$4.71M ﹤0.01%
126,389
+77,750
3780
$4.71M ﹤0.01%
141,244
+72,598
3781
$4.7M ﹤0.01%
365,779
+158,840
3782
$4.7M ﹤0.01%
171,566
+26,258
3783
$4.69M ﹤0.01%
310,218
+34,367
3784
$4.68M ﹤0.01%
15,564
+5,009
3785
$4.68M ﹤0.01%
465,154
-99,915
3786
$4.67M ﹤0.01%
142,515
+99,079
3787
$4.67M ﹤0.01%
190,551
-3,912,149
3788
$4.67M ﹤0.01%
275,324
+266,523
3789
$4.66M ﹤0.01%
330,301
+83,463
3790
$4.66M ﹤0.01%
241,764
-117,317
3791
$4.66M ﹤0.01%
191,379
+144,725
3792
$4.66M ﹤0.01%
2,538,596
+341,491
3793
$4.66M ﹤0.01%
406,703
+109,322
3794
$4.63M ﹤0.01%
276,577
+104,653
3795
$4.63M ﹤0.01%
289,398
+32,340
3796
$4.63M ﹤0.01%
48,037
-33,483
3797
$4.63M ﹤0.01%
306,515
+71,696
3798
$4.63M ﹤0.01%
15,699
+15,579
3799
$4.62M ﹤0.01%
136,356
-112,477
3800
$4.62M ﹤0.01%
266,828
+127,601
150 151
152
153 154