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
3951
$3.97M ﹤0.01%
91,432
+6,232
3952
$3.97M ﹤0.01%
244,928
+37,733
3953
$3.96M ﹤0.01%
121,427
+39,205
3954
$3.96M ﹤0.01%
225,248
-76,930
3955
$3.96M ﹤0.01%
98,790
+50,491
3956
$3.95M ﹤0.01%
88,676
+39,823
3957
$3.94M ﹤0.01%
177,850
-17,645
3958
$3.94M ﹤0.01%
99,011
-2,853
3959
$3.93M ﹤0.01%
628,561
+22,426
3960
$3.92M ﹤0.01%
68,444
+33,994
3961
$3.92M ﹤0.01%
358,578
+71,561
3962
$3.91M ﹤0.01%
153,247
+68,423
3963
$3.91M ﹤0.01%
131,670
-74,784
3964
$3.9M ﹤0.01%
354,550
+290,756
3965
$3.9M ﹤0.01%
93,473
+62,876
3966
$3.9M ﹤0.01%
211,700
+128,716
3967
$3.9M ﹤0.01%
428,109
+2,797
3968
$3.89M ﹤0.01%
181,225
+19,670
3969
$3.89M ﹤0.01%
40,397
+39,181
3970
$3.88M ﹤0.01%
259,045
-8,559
3971
$3.88M ﹤0.01%
384,438
+379,294
3972
$3.88M ﹤0.01%
181,548
-241,271
3973
$3.88M ﹤0.01%
87,380
+13,333
3974
$3.87M ﹤0.01%
103,409
+51,778
3975
$3.87M ﹤0.01%
62,811
+17,601
157 158
159
160 161