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
3851
$4.4M ﹤0.01%
98,210
+93,022
3852
$4.4M ﹤0.01%
102,439
+31,268
3853
$4.4M ﹤0.01%
111,223
+56,234
3854
$4.39M ﹤0.01%
237,616
+36,524
3855
$4.38M ﹤0.01%
+201,728
3856
$4.38M ﹤0.01%
30,176
+10,236
3857
$4.38M ﹤0.01%
118,413
+21,260
3858
$4.37M ﹤0.01%
173,048
+4,040
3859
$4.36M ﹤0.01%
410,531
+34,884
3860
$4.35M ﹤0.01%
209,616
-28,052
3861
$4.34M ﹤0.01%
537,231
+79,594
3862
$4.34M ﹤0.01%
88,421
+4,210
3863
$4.34M ﹤0.01%
355,330
+27,171
3864
$4.33M ﹤0.01%
67,543
+48,658
3865
$4.32M ﹤0.01%
230,879
-107,091
3866
$4.32M ﹤0.01%
152,535
+53,348
3867
$4.31M ﹤0.01%
191,387
-2,777
3868
$4.31M ﹤0.01%
24,492
+11,194
3869
$4.3M ﹤0.01%
175,698
+93,351
3870
$4.3M ﹤0.01%
186,814
+177,532
3871
$4.29M ﹤0.01%
238,269
-12,790
3872
$4.29M ﹤0.01%
372,110
+45,058
3873
$4.27M ﹤0.01%
101,135
+19,235
3874
$4.27M ﹤0.01%
243,517
-27,325
3875
$4.27M ﹤0.01%
13,817
+13,580
153 154
155
156 157