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%
72,852
+54,467
3977
$3.86M ﹤0.01%
242,960
-18,706
3978
$3.85M ﹤0.01%
20,811
+2,231
3979
$3.85M ﹤0.01%
76,973
-2,373
3980
$3.84M ﹤0.01%
280,084
+17,901
3981
$3.84M ﹤0.01%
83,096
+5,433
3982
$3.84M ﹤0.01%
295,922
-8,294
3983
$3.84M ﹤0.01%
183,482
+65,112
3984
$3.84M ﹤0.01%
313,316
+191,130
3985
$3.84M ﹤0.01%
268,540
-47,887
3986
$3.83M ﹤0.01%
328,321
+218,182
3987
$3.81M ﹤0.01%
21,703
+2,494
3988
$3.81M ﹤0.01%
173,636
+163,977
3989
$3.8M ﹤0.01%
183,713
-161,007
3990
$3.8M ﹤0.01%
297,924
+57,740
3991
$3.79M ﹤0.01%
1,041,764
+178,849
3992
$3.79M ﹤0.01%
91,033
+19,320
3993
$3.79M ﹤0.01%
1,013,303
-65,588
3994
$3.79M ﹤0.01%
140,823
-191,822
3995
$3.79M ﹤0.01%
269,556
+8,897
3996
$3.79M ﹤0.01%
181,511
+164,609
3997
$3.78M ﹤0.01%
132,165
+108,091
3998
$3.78M ﹤0.01%
374,697
+299,258
3999
$3.78M ﹤0.01%
164,310
-1,198
4000
$3.77M ﹤0.01%
182,325
+131,185
158 159
160
161 162