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
3976
$3.86M ﹤0.01%
274,036
+167,670
3977
$3.86M ﹤0.01%
72,852
+54,467
3978
$3.86M ﹤0.01%
242,960
-18,706
3979
$3.85M ﹤0.01%
20,811
+2,231
3980
$3.85M ﹤0.01%
76,973
-2,373
3981
$3.84M ﹤0.01%
280,084
+17,901
3982
$3.84M ﹤0.01%
83,096
+5,433
3983
$3.84M ﹤0.01%
295,922
-8,294
3984
$3.84M ﹤0.01%
183,482
+65,112
3985
$3.84M ﹤0.01%
313,316
+191,130
3986
$3.84M ﹤0.01%
268,540
-47,887
3987
$3.83M ﹤0.01%
328,321
+218,182
3988
$3.81M ﹤0.01%
21,703
+2,494
3989
$3.81M ﹤0.01%
173,636
+163,977
3990
$3.8M ﹤0.01%
183,713
-161,007
3991
$3.8M ﹤0.01%
297,924
+57,740
3992
$3.79M ﹤0.01%
1,041,764
+178,849
3993
$3.79M ﹤0.01%
91,033
+19,320
3994
$3.79M ﹤0.01%
1,013,303
-65,588
3995
$3.79M ﹤0.01%
140,823
-191,822
3996
$3.79M ﹤0.01%
269,556
+8,897
3997
$3.79M ﹤0.01%
181,511
+164,609
3998
$3.78M ﹤0.01%
132,165
+108,091
3999
$3.78M ﹤0.01%
374,697
+299,258
4000
$3.78M ﹤0.01%
164,310
-1,198
158 159
160
161 162