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
4401
$2.39M ﹤0.01%
90,482
-286,396
4402
$2.39M ﹤0.01%
277,515
-461,953
4403
$2.38M ﹤0.01%
46,871
-412
4404
$2.38M ﹤0.01%
36,003
+35,421
4405
$2.38M ﹤0.01%
58,005
+47,703
4406
$2.38M ﹤0.01%
78,481
-16,210
4407
$2.37M ﹤0.01%
1,027,960
+487,786
4408
$2.37M ﹤0.01%
164,259
+162,401
4409
$2.37M ﹤0.01%
32,479
+1,017
4410
$2.37M ﹤0.01%
57,707
+10,161
4411
$2.36M ﹤0.01%
186,808
+32,719
4412
$2.36M ﹤0.01%
109,705
-24,963
4413
$2.35M ﹤0.01%
175,339
+2,300
4414
$2.34M ﹤0.01%
91,352
+91,206
4415
$2.34M ﹤0.01%
141,599
+12,217
4416
$2.34M ﹤0.01%
138,925
+37,464
4417
$2.34M ﹤0.01%
162,236
+13,790
4418
$2.33M ﹤0.01%
68,328
+58,105
4419
$2.33M ﹤0.01%
233,106
-7,907
4420
$2.33M ﹤0.01%
35,516
+33,810
4421
$2.33M ﹤0.01%
33,041
-10,941
4422
$2.33M ﹤0.01%
51,199
-11,124
4423
$2.33M ﹤0.01%
90,152
+37,341
4424
$2.31M ﹤0.01%
152,027
+77,271
4425
$2.31M ﹤0.01%
44,940
+30,665
175 176
177
178 179