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
4126
$3.24M ﹤0.01%
210,081
+11,053
4127
$3.24M ﹤0.01%
+229,411
4128
$3.24M ﹤0.01%
225,597
+60,739
4129
$3.23M ﹤0.01%
46,484
-25,062
4130
$3.23M ﹤0.01%
+295,361
4131
$3.23M ﹤0.01%
59,224
-3,042
4132
$3.23M ﹤0.01%
40,028
-63,690
4133
$3.23M ﹤0.01%
203,057
+13,334
4134
$3.22M ﹤0.01%
+160,915
4135
$3.22M ﹤0.01%
229,445
+1,038
4136
$3.22M ﹤0.01%
62,579
+29,230
4137
$3.22M ﹤0.01%
242,476
+7,519
4138
$3.21M ﹤0.01%
66,011
+13,264
4139
$3.21M ﹤0.01%
153,510
+736
4140
$3.21M ﹤0.01%
128,250
-160
4141
$3.21M ﹤0.01%
962,815
+20,211
4142
$3.2M ﹤0.01%
240,840
-67,680
4143
$3.19M ﹤0.01%
188,990
+10,198
4144
$3.18M ﹤0.01%
206,501
+20,730
4145
$3.18M ﹤0.01%
136,479
-91,335
4146
$3.16M ﹤0.01%
53,578
+14,511
4147
$3.16M ﹤0.01%
402,473
-119,641
4148
$3.16M ﹤0.01%
341,195
+20,287
4149
$3.15M ﹤0.01%
228,224
-7,640
4150
$3.15M ﹤0.01%
+316,598
164 165
166
167 168