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
4301
$2.7M ﹤0.01%
108,462
+5,833
4302
$2.69M ﹤0.01%
155,343
-5,161
4303
$2.69M ﹤0.01%
94,950
+10,345
4304
$2.69M ﹤0.01%
448,591
+326,954
4305
$2.69M ﹤0.01%
323,196
+34,719
4306
$2.69M ﹤0.01%
2,242,480
-201,810
4307
$2.68M ﹤0.01%
87,309
-253
4308
$2.68M ﹤0.01%
20,634
+2,899
4309
$2.67M ﹤0.01%
30,764
+9,477
4310
$2.67M ﹤0.01%
175,439
+4,902
4311
$2.67M ﹤0.01%
160,499
+76,359
4312
$2.67M ﹤0.01%
1,141,062
+47,453
4313
$2.67M ﹤0.01%
88,891
+3,340
4314
$2.67M ﹤0.01%
434,150
+166,989
4315
$2.66M ﹤0.01%
1,065,781
-402,213
4316
$2.66M ﹤0.01%
76,544
-10,622
4317
$2.66M ﹤0.01%
142,365
-9,477
4318
$2.66M ﹤0.01%
56,601
+16,335
4319
$2.65M ﹤0.01%
109,891
+20,467
4320
$2.65M ﹤0.01%
71,199
-427
4321
$2.65M ﹤0.01%
83,290
+82,906
4322
$2.65M ﹤0.01%
108,218
+6,880
4323
$2.64M ﹤0.01%
24,634
-3,925
4324
$2.64M ﹤0.01%
117,833
-7,691
4325
$2.64M ﹤0.01%
165,043
+19,642
171 172
173
174 175