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
4076
$3.47M ﹤0.01%
314,358
+87,368
4077
$3.46M ﹤0.01%
140,933
-260,056
4078
$3.46M ﹤0.01%
213,345
+6,926
4079
$3.46M ﹤0.01%
346,953
+162,000
4080
$3.45M ﹤0.01%
425,168
-537,108
4081
$3.45M ﹤0.01%
141,150
-48,166
4082
$3.43M ﹤0.01%
181,997
-18,756
4083
$3.42M ﹤0.01%
44,906
+2,439
4084
$3.42M ﹤0.01%
80,436
+67,761
4085
$3.42M ﹤0.01%
96,630
+19,958
4086
$3.41M ﹤0.01%
63,473
+1,360
4087
$3.41M ﹤0.01%
77,348
+19,758
4088
$3.41M ﹤0.01%
154,248
+5,442
4089
$3.4M ﹤0.01%
67,855
+13,748
4090
$3.4M ﹤0.01%
69,541
-2,936
4091
$3.39M ﹤0.01%
107,258
+26,676
4092
$3.38M ﹤0.01%
37,532
+13,346
4093
$3.37M ﹤0.01%
306,968
-18,103
4094
$3.37M ﹤0.01%
17,207
+1,220
4095
$3.36M ﹤0.01%
161,810
-116,164
4096
$3.36M ﹤0.01%
109,071
-44,435
4097
$3.35M ﹤0.01%
283,086
+9
4098
$3.35M ﹤0.01%
95,819
+23,626
4099
$3.35M ﹤0.01%
246,478
+19,498
4100
$3.35M ﹤0.01%
76,787
-25
162 163
164
165 166