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
4776
$1.4M ﹤0.01%
29,932
+29,324
4777
$1.39M ﹤0.01%
32,717
+8,582
4778
$1.39M ﹤0.01%
7,976
+4,571
4779
$1.39M ﹤0.01%
354,321
-41,264
4780
$1.39M ﹤0.01%
19,057
-4,853
4781
$1.39M ﹤0.01%
38,682
-560
4782
$1.39M ﹤0.01%
55,734
-9,047
4783
$1.38M ﹤0.01%
198
+117
4784
$1.38M ﹤0.01%
164,011
+6,637
4785
$1.38M ﹤0.01%
1,190
+41
4786
$1.38M ﹤0.01%
12,207
+11,745
4787
$1.38M ﹤0.01%
1,635
+1,178
4788
$1.37M ﹤0.01%
250,984
-86,331
4789
$1.37M ﹤0.01%
118,095
+10,770
4790
$1.37M ﹤0.01%
140,156
+24,924
4791
$1.37M ﹤0.01%
132,468
-242,038
4792
$1.37M ﹤0.01%
14,858
+7,792
4793
$1.37M ﹤0.01%
520,578
+327,913
4794
$1.37M ﹤0.01%
38,677
+10,087
4795
$1.37M ﹤0.01%
14,926
+14,527
4796
$1.36M ﹤0.01%
12,329
+4,757
4797
$1.36M ﹤0.01%
325,075
-104,079
4798
$1.36M ﹤0.01%
7,821
+3,377
4799
$1.36M ﹤0.01%
1,045,481
+407,599
4800
$1.36M ﹤0.01%
51,153
-17,697
190 191
192
193 194