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
4176
$3.08M ﹤0.01%
90,158
+12,315
4177
$3.08M ﹤0.01%
157,524
-3,224
4178
$3.08M ﹤0.01%
210,708
+183,108
4179
$3.08M ﹤0.01%
120,755
+15,404
4180
$3.08M ﹤0.01%
143,364
+39,272
4181
$3.07M ﹤0.01%
202,319
+3,983
4182
$3.07M ﹤0.01%
135,837
-10,335
4183
$3.07M ﹤0.01%
226,696
+167,290
4184
$3.07M ﹤0.01%
74,357
-39,199
4185
$3.07M ﹤0.01%
126,862
+587
4186
$3.07M ﹤0.01%
125,178
+106,459
4187
$3.06M ﹤0.01%
47,512
+33,806
4188
$3.06M ﹤0.01%
120,467
+12,207
4189
$3.05M ﹤0.01%
24,195
+518
4190
$3.04M ﹤0.01%
315,717
+305,835
4191
$3.04M ﹤0.01%
158,007
-3,604
4192
$3.04M ﹤0.01%
734,609
+271,331
4193
$3.03M ﹤0.01%
45,492
+16,096
4194
$3.03M ﹤0.01%
114,692
+94,095
4195
$3.03M ﹤0.01%
955,501
+768,730
4196
$3.02M ﹤0.01%
701,459
+248,961
4197
$3.02M ﹤0.01%
150,076
+132,615
4198
$3.02M ﹤0.01%
573,555
+71,050
4199
$3.02M ﹤0.01%
243,389
+119,189
4200
$3.01M ﹤0.01%
247,338
-16,324
166 167
168
169 170