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
4801
$1.35M ﹤0.01%
605,217
+112,733
4802
$1.35M ﹤0.01%
219,125
-544,002
4803
$1.35M ﹤0.01%
90,365
+30,380
4804
$1.34M ﹤0.01%
27,527
-2,142
4805
$1.34M ﹤0.01%
29,001
-1,084
4806
$1.34M ﹤0.01%
121,360
+7,549
4807
$1.34M ﹤0.01%
223,744
+182,851
4808
$1.34M ﹤0.01%
23,043
-2,698
4809
$1.34M ﹤0.01%
52,068
+16,778
4810
$1.33M ﹤0.01%
455,500
+58,150
4811
$1.33M ﹤0.01%
517,475
+440,413
4812
$1.32M ﹤0.01%
259,764
+62,262
4813
$1.32M ﹤0.01%
365,673
-208,176
4814
$1.32M ﹤0.01%
29,498
-19,102
4815
$1.32M ﹤0.01%
37,154
+37,140
4816
$1.32M ﹤0.01%
84,760
+21,870
4817
$1.31M ﹤0.01%
53,037
+31,069
4818
$1.3M ﹤0.01%
13,724
+11,384
4819
$1.29M ﹤0.01%
47,029
-2,311
4820
$1.29M ﹤0.01%
58,613
+56,097
4821
$1.29M ﹤0.01%
179,161
+33,700
4822
$1.29M ﹤0.01%
2,071
+1,774
4823
$1.28M ﹤0.01%
6,915
+1,120
4824
$1.28M ﹤0.01%
28,907
-15,192
4825
$1.27M ﹤0.01%
11,968
-33,095
191 192
193
194 195