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
4001
$3.77M ﹤0.01%
182,325
+131,185
4002
$3.77M ﹤0.01%
79,274
-117,733
4003
$3.77M ﹤0.01%
56,946
+15,182
4004
$3.76M ﹤0.01%
400,233
+44,315
4005
$3.76M ﹤0.01%
88,681
+74,449
4006
$3.75M ﹤0.01%
282,277
+281,680
4007
$3.75M ﹤0.01%
45,066
+2,345
4008
$3.74M ﹤0.01%
69,014
+164
4009
$3.74M ﹤0.01%
98,308
+41,280
4010
$3.73M ﹤0.01%
140,102
+123,218
4011
$3.73M ﹤0.01%
257,324
-57,291
4012
$3.73M ﹤0.01%
106,418
-2,360
4013
$3.73M ﹤0.01%
440,795
-40,452
4014
$3.73M ﹤0.01%
73,438
-1,234
4015
$3.72M ﹤0.01%
1,499
+982
4016
$3.72M ﹤0.01%
171,289
+78,873
4017
$3.72M ﹤0.01%
23,192
+5,731
4018
$3.72M ﹤0.01%
114,926
+49,280
4019
$3.71M ﹤0.01%
39,685
+11,549
4020
$3.7M ﹤0.01%
486,678
-12,311
4021
$3.7M ﹤0.01%
995,297
+70,654
4022
$3.7M ﹤0.01%
345,794
-1,365
4023
$3.69M ﹤0.01%
539,836
-14,852
4024
$3.69M ﹤0.01%
96,730
+48,343
4025
$3.67M ﹤0.01%
301,268
-18,663
159 160
161
162 163