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
4226
$2.93M ﹤0.01%
324,958
+248,492
4227
$2.92M ﹤0.01%
181,994
+4,292
4228
$2.91M ﹤0.01%
98,972
+4,326
4229
$2.91M ﹤0.01%
153,423
+87,872
4230
$2.91M ﹤0.01%
53,611
+10,429
4231
$2.89M ﹤0.01%
201,233
-47,139
4232
$2.89M ﹤0.01%
171,700
+2,675
4233
$2.89M ﹤0.01%
167,143
+6,109
4234
$2.89M ﹤0.01%
19,434
-7,354
4235
$2.88M ﹤0.01%
76,128
-1,658
4236
$2.87M ﹤0.01%
65,036
+20,533
4237
$2.87M ﹤0.01%
11,613
-27
4238
$2.86M ﹤0.01%
78,847
+26,669
4239
$2.86M ﹤0.01%
39,175
+35,128
4240
$2.86M ﹤0.01%
247,845
+96,414
4241
$2.86M ﹤0.01%
70,059
+14,835
4242
$2.86M ﹤0.01%
48,885
+21,210
4243
$2.86M ﹤0.01%
825,226
-585,350
4244
$2.86M ﹤0.01%
78,839
+31,219
4245
$2.85M ﹤0.01%
283,754
+17,817
4246
$2.85M ﹤0.01%
426,564
+234,367
4247
$2.85M ﹤0.01%
148,659
+144,916
4248
$2.85M ﹤0.01%
313,360
+226,856
4249
$2.85M ﹤0.01%
194,953
+49,128
4250
$2.85M ﹤0.01%
287,636
-16,137
168 169
170
171 172