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
4751
$1.46M ﹤0.01%
39,482
+6,772
4752
$1.46M ﹤0.01%
458,991
+428,768
4753
$1.46M ﹤0.01%
67,337
+11,707
4754
$1.46M ﹤0.01%
147,888
-215,756
4755
$1.45M ﹤0.01%
113,055
+54,894
4756
$1.45M ﹤0.01%
55,435
+3,576
4757
$1.45M ﹤0.01%
100,749
+21,344
4758
$1.44M ﹤0.01%
122,081
-31,665
4759
$1.44M ﹤0.01%
44,089
-7,754
4760
$1.44M ﹤0.01%
40,360
+11,426
4761
$1.44M ﹤0.01%
96,149
+3,716
4762
$1.42M ﹤0.01%
76,493
+75,488
4763
$1.42M ﹤0.01%
69,028
+65,777
4764
$1.41M ﹤0.01%
335,238
+290,722
4765
$1.41M ﹤0.01%
54,249
+6,201
4766
$1.41M ﹤0.01%
102,213
+79,058
4767
$1.41M ﹤0.01%
49,667
+45,080
4768
$1.41M ﹤0.01%
99,718
-999
4769
$1.4M ﹤0.01%
138,781
+55,698
4770
$1.4M ﹤0.01%
45,974
+3,257
4771
$1.4M ﹤0.01%
527,185
+456,538
4772
$1.4M ﹤0.01%
134,492
+6,417
4773
$1.4M ﹤0.01%
26,737
+737
4774
$1.4M ﹤0.01%
27,579
+27,334
4775
$1.4M ﹤0.01%
188,795
+128,325
189 190
191
192 193