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
3926
$4.06M ﹤0.01%
219,973
+73,501
3927
$4.06M ﹤0.01%
422,054
+14,549
3928
$4.06M ﹤0.01%
1,303,946
+37,714
3929
$4.05M ﹤0.01%
33,473
-73,818
3930
$4.05M ﹤0.01%
469,353
+64,819
3931
$4.05M ﹤0.01%
1,545,039
-9,969
3932
$4.04M ﹤0.01%
38,572
+35,750
3933
$4.04M ﹤0.01%
78,681
+6,489
3934
$4.04M ﹤0.01%
154,989
+152,127
3935
$4.03M ﹤0.01%
636,037
+625,307
3936
$4.02M ﹤0.01%
189,738
-123,187
3937
$4.02M ﹤0.01%
142,966
+13,627
3938
$4.01M ﹤0.01%
+39,113
3939
$4.01M ﹤0.01%
199,707
-43,156
3940
$4M ﹤0.01%
148,469
-30,026
3941
$4M ﹤0.01%
218,783
+27,927
3942
$4M ﹤0.01%
338,895
-3,057,380
3943
$4M ﹤0.01%
43,008
+15,341
3944
$4M ﹤0.01%
75,844
-72,491
3945
$4M ﹤0.01%
485,407
+394,224
3946
$3.99M ﹤0.01%
268,408
+233,781
3947
$3.99M ﹤0.01%
37,387
-1,045
3948
$3.99M ﹤0.01%
125,762
-64,808
3949
$3.99M ﹤0.01%
258,175
+3,347
3950
$3.98M ﹤0.01%
68,394
-39,617
156 157
158
159 160