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
4526
$2.01M ﹤0.01%
142,665
+39,794
4527
$2.01M ﹤0.01%
115,455
+66,297
4528
$2.01M ﹤0.01%
190,434
+10,167
4529
$2.01M ﹤0.01%
66,206
+63,966
4530
$2M ﹤0.01%
609,173
+17,092
4531
$2M ﹤0.01%
89,731
+72,909
4532
$2M ﹤0.01%
66,982
+30,960
4533
$2M ﹤0.01%
137,083
+110,710
4534
$2M ﹤0.01%
796,870
-418,356
4535
$2M ﹤0.01%
93,275
+38,830
4536
$2M ﹤0.01%
72,128
+71,633
4537
$2M ﹤0.01%
42,557
+12,554
4538
$2M ﹤0.01%
51,665
+32,107
4539
$2M ﹤0.01%
143,862
+31,291
4540
$1.99M ﹤0.01%
50,393
-5,776,925
4541
$1.99M ﹤0.01%
216,951
+180,200
4542
$1.99M ﹤0.01%
265,935
+178,320
4543
$1.99M ﹤0.01%
220,705
+188,159
4544
$1.99M ﹤0.01%
92,987
+29,564
4545
$1.99M ﹤0.01%
66,974
+6,927
4546
$1.99M ﹤0.01%
345,417
+253,903
4547
$1.98M ﹤0.01%
1,327
+200
4548
$1.98M ﹤0.01%
531,499
+131,608
4549
$1.98M ﹤0.01%
75,731
+34,956
4550
$1.98M ﹤0.01%
62,015
-68,510
180 181
182
183 184