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
4826
$1.27M ﹤0.01%
102,718
+81,924
4827
$1.27M ﹤0.01%
33,568
-405
4828
$1.26M ﹤0.01%
155,384
+33,570
4829
$1.26M ﹤0.01%
39,692
+620
4830
$1.26M ﹤0.01%
94,756
+1,153
4831
$1.26M ﹤0.01%
48,556
+4,543
4832
$1.26M ﹤0.01%
155,911
+12,700
4833
$1.25M ﹤0.01%
20,366
-22,640
4834
$1.25M ﹤0.01%
166,664
+114,007
4835
$1.25M ﹤0.01%
+120,846
4836
$1.25M ﹤0.01%
+3
4837
$1.25M ﹤0.01%
139,200
+51,654
4838
$1.25M ﹤0.01%
42,191
+25,254
4839
$1.24M ﹤0.01%
122,078
-262,212
4840
$1.24M ﹤0.01%
71,414
+52,772
4841
$1.24M ﹤0.01%
21,882
+11,521
4842
$1.24M ﹤0.01%
119,132
+4,555
4843
$1.24M ﹤0.01%
+89
4844
$1.24M ﹤0.01%
115,241
-12,475
4845
$1.24M ﹤0.01%
42,924
+14,768
4846
$1.23M ﹤0.01%
70,931
+13,933
4847
$1.23M ﹤0.01%
30,159
+8,330
4848
$1.23M ﹤0.01%
32,841
+30,416
4849
$1.23M ﹤0.01%
87,921
+15,538
4850
$1.23M ﹤0.01%
40,946
-206,859
192 193
194
195 196