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
3826
$4.5M ﹤0.01%
+238
3827
$4.5M ﹤0.01%
67,871
-79,305
3828
$4.5M ﹤0.01%
53,468
+428
3829
$4.5M ﹤0.01%
137,860
-9,603
3830
$4.5M ﹤0.01%
229,772
+223,968
3831
$4.49M ﹤0.01%
1,193,057
+921,767
3832
$4.48M ﹤0.01%
204,700
+120,699
3833
$4.47M ﹤0.01%
202,212
+78,460
3834
$4.47M ﹤0.01%
280,253
+7,704
3835
$4.46M ﹤0.01%
70,529
+5,526
3836
$4.46M ﹤0.01%
51,572
-4,332
3837
$4.44M ﹤0.01%
150,546
+32,515
3838
$4.44M ﹤0.01%
213,213
+124,338
3839
$4.44M ﹤0.01%
74,334
+5,824
3840
$4.44M ﹤0.01%
417,075
+17,904
3841
$4.44M ﹤0.01%
165,387
+111,170
3842
$4.43M ﹤0.01%
114,621
+17,476
3843
$4.43M ﹤0.01%
202,717
+78,818
3844
$4.43M ﹤0.01%
111,594
+1,231
3845
$4.43M ﹤0.01%
403,370
+78,912
3846
$4.43M ﹤0.01%
670,964
-15,144
3847
$4.43M ﹤0.01%
108,160
+37,305
3848
$4.42M ﹤0.01%
116,620
+8,426
3849
$4.41M ﹤0.01%
167,645
-16,987
3850
$4.4M ﹤0.01%
92,731
+33,781
152 153
154
155 156