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
4251
$2.84M ﹤0.01%
75,878
+69,654
4252
$2.84M ﹤0.01%
166,185
+1,718
4253
$2.83M ﹤0.01%
72,608
+51,418
4254
$2.83M ﹤0.01%
200,265
+4,847
4255
$2.83M ﹤0.01%
27,654
+25,409
4256
$2.83M ﹤0.01%
121,634
+59,027
4257
$2.82M ﹤0.01%
263,540
+102,222
4258
$2.82M ﹤0.01%
83,786
-23,691
4259
$2.82M ﹤0.01%
79,200
+31,647
4260
$2.81M ﹤0.01%
100,054
+34,622
4261
$2.81M ﹤0.01%
180,454
+17,785
4262
$2.81M ﹤0.01%
35,010
+23,471
4263
$2.81M ﹤0.01%
175,578
+17,500
4264
$2.81M ﹤0.01%
340,721
+126,232
4265
$2.81M ﹤0.01%
341,460
-2,347
4266
$2.81M ﹤0.01%
259,622
+131,499
4267
$2.8M ﹤0.01%
454,954
+83,585
4268
$2.8M ﹤0.01%
123,758
+120,465
4269
$2.8M ﹤0.01%
269,245
-5,474
4270
$2.8M ﹤0.01%
167,592
+2,664
4271
$2.8M ﹤0.01%
587,618
+307,138
4272
$2.79M ﹤0.01%
170,466
+46,890
4273
$2.79M ﹤0.01%
66,555
+22,341
4274
$2.79M ﹤0.01%
100,328
+71,013
4275
$2.78M ﹤0.01%
70,321
+67,860
169 170
171
172 173