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
4851
$1.23M ﹤0.01%
67,508
-5,524
4852
$1.21M ﹤0.01%
+37,968
4853
$1.21M ﹤0.01%
118,318
+57,168
4854
$1.21M ﹤0.01%
6,038
+5,728
4855
$1.21M ﹤0.01%
+57,446
4856
$1.21M ﹤0.01%
16,253
+9,207
4857
$1.21M ﹤0.01%
123,844
+36,685
4858
$1.2M ﹤0.01%
206,619
+19,953
4859
$1.2M ﹤0.01%
66,007
+39,932
4860
$1.2M ﹤0.01%
71,446
+55,179
4861
$1.2M ﹤0.01%
38,334
+20,318
4862
$1.2M ﹤0.01%
66,857
-2,621,792
4863
$1.2M ﹤0.01%
+28,183
4864
$1.2M ﹤0.01%
28,517
-9,769
4865
$1.2M ﹤0.01%
45,577
+8,049
4866
$1.19M ﹤0.01%
85,230
+9,627
4867
$1.19M ﹤0.01%
80,219
+37,103
4868
$1.19M ﹤0.01%
140,267
+41,267
4869
$1.18M ﹤0.01%
4,456
+2,315
4870
$1.18M ﹤0.01%
78,203
+74,558
4871
$1.18M ﹤0.01%
12,313
+249
4872
$1.18M ﹤0.01%
1,401
+974
4873
$1.17M ﹤0.01%
44,546
+511
4874
$1.17M ﹤0.01%
102,105
+5,295
4875
$1.17M ﹤0.01%
+334,874
193 194
195
196 197