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
4376
$2.47M ﹤0.01%
201,448
+64,900
4377
$2.46M ﹤0.01%
79,008
+75,098
4378
$2.46M ﹤0.01%
240,884
+12,596
4379
$2.45M ﹤0.01%
394,732
+340,845
4380
$2.44M ﹤0.01%
161,013
-119,097
4381
$2.44M ﹤0.01%
83,138
+6,485
4382
$2.43M ﹤0.01%
41,459
-153,721
4383
$2.43M ﹤0.01%
58,194
-63,216
4384
$2.43M ﹤0.01%
95,630
-3,706
4385
$2.42M ﹤0.01%
140,776
+90,255
4386
$2.42M ﹤0.01%
72,776
-14,990
4387
$2.42M ﹤0.01%
248,443
+118,118
4388
$2.42M ﹤0.01%
82,694
+876
4389
$2.42M ﹤0.01%
17,889
+2,231
4390
$2.42M ﹤0.01%
149,832
+11,744
4391
$2.42M ﹤0.01%
49,980
+9,458
4392
$2.41M ﹤0.01%
60,508
+58,884
4393
$2.41M ﹤0.01%
13,262
+3,090
4394
$2.41M ﹤0.01%
105,344
+13,954
4395
$2.41M ﹤0.01%
210,484
+78,109
4396
$2.4M ﹤0.01%
104,073
+98,462
4397
$2.4M ﹤0.01%
97,957
+70,555
4398
$2.4M ﹤0.01%
188,721
-29,964
4399
$2.4M ﹤0.01%
600,722
+31,695
4400
$2.39M ﹤0.01%
173,841
+92,789
174 175
176
177 178