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
4276
$2.78M ﹤0.01%
232,280
-17,907
4277
$2.78M ﹤0.01%
59,683
+33,783
4278
$2.76M ﹤0.01%
6,976
+815
4279
$2.76M ﹤0.01%
9,510
+4,514
4280
$2.76M ﹤0.01%
197,130
-7,230
4281
$2.76M ﹤0.01%
56,306
+33,251
4282
$2.76M ﹤0.01%
170,553
+30,081
4283
$2.76M ﹤0.01%
89,163
+82,689
4284
$2.75M ﹤0.01%
90,034
+37,871
4285
$2.75M ﹤0.01%
57,309
+42,602
4286
$2.75M ﹤0.01%
50,171
+38,668
4287
$2.75M ﹤0.01%
54,039
+3,159
4288
$2.75M ﹤0.01%
147,807
-125,970
4289
$2.73M ﹤0.01%
103,495
+65,091
4290
$2.73M ﹤0.01%
367,853
+74,695
4291
$2.73M ﹤0.01%
180,969
-6,486
4292
$2.72M ﹤0.01%
147,595
+10,682
4293
$2.72M ﹤0.01%
65,750
+59,960
4294
$2.72M ﹤0.01%
73,021
+29,965
4295
$2.71M ﹤0.01%
41,141
+5,052
4296
$2.71M ﹤0.01%
117,490
+11,588
4297
$2.71M ﹤0.01%
+45,572
4298
$2.71M ﹤0.01%
251,582
+155,455
4299
$2.71M ﹤0.01%
445,259
+248,960
4300
$2.7M ﹤0.01%
70,501
+55,704
170 171
172
173 174