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
4701
$1.58M ﹤0.01%
33,549
-51,699
4702
$1.58M ﹤0.01%
20,826
+15,543
4703
$1.58M ﹤0.01%
26,115
+7,439
4704
$1.58M ﹤0.01%
51,061
+30,013
4705
$1.57M ﹤0.01%
123,244
+7,259
4706
$1.57M ﹤0.01%
74,098
+19,768
4707
$1.56M ﹤0.01%
57,499
-2,510
4708
$1.56M ﹤0.01%
181,799
+2,099
4709
$1.56M ﹤0.01%
15,500
4710
$1.56M ﹤0.01%
38,108
+26,678
4711
$1.56M ﹤0.01%
9,764
+1,569
4712
$1.56M ﹤0.01%
103,473
+81,825
4713
$1.55M ﹤0.01%
276,162
+152,604
4714
$1.55M ﹤0.01%
323,962
-3,356
4715
$1.55M ﹤0.01%
51,775
+14,888
4716
$1.54M ﹤0.01%
196,636
+57,763
4717
$1.54M ﹤0.01%
479,568
-114,494
4718
$1.54M ﹤0.01%
354,222
+11,573
4719
$1.54M ﹤0.01%
210,771
-7,976
4720
$1.53M ﹤0.01%
93,144
+13,996
4721
$1.53M ﹤0.01%
23,501
-2,040
4722
$1.52M ﹤0.01%
167,702
-7,635
4723
$1.52M ﹤0.01%
85,012
+63,659
4724
$1.52M ﹤0.01%
43,472
-26,098
4725
$1.52M ﹤0.01%
110,448
-97,010
187 188
189
190 191