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
4726
$1.51M ﹤0.01%
156,087
+13,139
4727
$1.51M ﹤0.01%
3,925
+1,389
4728
$1.51M ﹤0.01%
33,898
+30,208
4729
$1.51M ﹤0.01%
84,161
+15,593
4730
$1.5M ﹤0.01%
81,758
+65,203
4731
$1.5M ﹤0.01%
28,837
+19,802
4732
$1.5M ﹤0.01%
141,568
+74,707
4733
$1.5M ﹤0.01%
197,496
+184,179
4734
$1.49M ﹤0.01%
32,681
+792
4735
$1.49M ﹤0.01%
38,823
+9,765
4736
$1.49M ﹤0.01%
103,377
+5,940
4737
$1.48M ﹤0.01%
73,128
+35,419
4738
$1.48M ﹤0.01%
25,712
+24,483
4739
$1.48M ﹤0.01%
63,637
+27,227
4740
$1.48M ﹤0.01%
73,836
+33,164
4741
$1.48M ﹤0.01%
94,395
+35,025
4742
$1.48M ﹤0.01%
+141,466
4743
$1.48M ﹤0.01%
10,046
+1,880
4744
$1.47M ﹤0.01%
69,952
+23,662
4745
$1.47M ﹤0.01%
16,210
-61,188
4746
$1.47M ﹤0.01%
277,693
+208,797
4747
$1.47M ﹤0.01%
79,141
-37,006
4748
$1.47M ﹤0.01%
87,053
+30,961
4749
$1.46M ﹤0.01%
18,706
-2,033
4750
$1.46M ﹤0.01%
+40,899
188 189
190
191 192