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
4576
$1.9M ﹤0.01%
774,494
+734,883
4577
$1.9M ﹤0.01%
262,572
-248,904
4578
$1.89M ﹤0.01%
64,261
+41,853
4579
$1.89M ﹤0.01%
35,575
+14,139
4580
$1.88M ﹤0.01%
75,233
+47,944
4581
$1.88M ﹤0.01%
195,950
+83,478
4582
$1.88M ﹤0.01%
192,226
-24,508
4583
$1.88M ﹤0.01%
157,026
+46,152
4584
$1.87M ﹤0.01%
309,811
+88,899
4585
$1.87M ﹤0.01%
99,442
+17,219
4586
$1.87M ﹤0.01%
39,041
+773
4587
$1.87M ﹤0.01%
162,900
+31,187
4588
$1.87M ﹤0.01%
+184,801
4589
$1.86M ﹤0.01%
15,167
+52
4590
$1.85M ﹤0.01%
2,807
+2,027
4591
$1.85M ﹤0.01%
310,654
+14,327
4592
$1.85M ﹤0.01%
278,264
+137,038
4593
$1.85M ﹤0.01%
54,188
+1,240
4594
$1.84M ﹤0.01%
189,157
+135,976
4595
$1.84M ﹤0.01%
85,173
+7,386
4596
$1.83M ﹤0.01%
100,287
+31,794
4597
$1.83M ﹤0.01%
77,642
-30,825
4598
$1.83M ﹤0.01%
6,668
+6,374
4599
$1.82M ﹤0.01%
147,890
+14,009
4600
$1.82M ﹤0.01%
394,186
-101,680
182 183
184
185 186