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
4651
$1.7M ﹤0.01%
67,625
-7,164
4652
$1.69M ﹤0.01%
74,012
+134
4653
$1.69M ﹤0.01%
181,362
+46,596
4654
$1.69M ﹤0.01%
278,682
+12,266
4655
$1.68M ﹤0.01%
+165,100
4656
$1.68M ﹤0.01%
99,220
+1,114
4657
$1.68M ﹤0.01%
164,752
+151,468
4658
$1.68M ﹤0.01%
35,110
-12,884
4659
$1.68M ﹤0.01%
51,104
+45,357
4660
$1.68M ﹤0.01%
43,993
+1,396
4661
$1.67M ﹤0.01%
82,887
+1,718
4662
$1.67M ﹤0.01%
+33,568
4663
$1.66M ﹤0.01%
51,422
+45,698
4664
$1.66M ﹤0.01%
189,711
+109,330
4665
$1.66M ﹤0.01%
178,999
-72,713
4666
$1.66M ﹤0.01%
29,517
+672
4667
$1.66M ﹤0.01%
+78,330
4668
$1.66M ﹤0.01%
50,989
-2,338
4669
$1.66M ﹤0.01%
19,812
-879
4670
$1.66M ﹤0.01%
22,271
-58
4671
$1.66M ﹤0.01%
1,990,890
+1,977,070
4672
$1.65M ﹤0.01%
30,136
+7,753
4673
$1.65M ﹤0.01%
93,290
+76,922
4674
$1.65M ﹤0.01%
97,058
-7,918
4675
$1.64M ﹤0.01%
59,550
-67,234
185 186
187
188 189