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
4501
$2.09M ﹤0.01%
284,302
-59,126
4502
$2.08M ﹤0.01%
73,471
+27,021
4503
$2.08M ﹤0.01%
303,625
+20,374
4504
$2.08M ﹤0.01%
168,527
-13,810
4505
$2.08M ﹤0.01%
155,799
+1,451
4506
$2.08M ﹤0.01%
173,894
+32,780
4507
$2.07M ﹤0.01%
142,612
-423
4508
$2.06M ﹤0.01%
53,896
+11,583
4509
$2.06M ﹤0.01%
25,412
-5,081
4510
$2.06M ﹤0.01%
12,432
+450
4511
$2.06M ﹤0.01%
49,275
+49,258
4512
$2.06M ﹤0.01%
135,279
+6,037
4513
$2.06M ﹤0.01%
40,037
-43,615
4514
$2.05M ﹤0.01%
8,241
-1,686
4515
$2.05M ﹤0.01%
159,728
+106,041
4516
$2.04M ﹤0.01%
186,135
+11,638
4517
$2.04M ﹤0.01%
84,900
+16,896
4518
$2.04M ﹤0.01%
55,187
+41,092
4519
$2.04M ﹤0.01%
58,711
-2,833
4520
$2.04M ﹤0.01%
+155,037
4521
$2.03M ﹤0.01%
124,038
+102,566
4522
$2.03M ﹤0.01%
6,949
+3,059
4523
$2.03M ﹤0.01%
16,162
-11,240
4524
$2.03M ﹤0.01%
+87,053
4525
$2.02M ﹤0.01%
115,674
+95,787
179 180
181
182 183