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
5026
$891K ﹤0.01%
139,213
+9,733
5027
$891K ﹤0.01%
136,734
-270,893
5028
$890K ﹤0.01%
37,961
+562
5029
$888K ﹤0.01%
29,437
+1,867
5030
$885K ﹤0.01%
112,704
-7,941
5031
$884K ﹤0.01%
291,781
-838,590
5032
$883K ﹤0.01%
73,328
-4,200
5033
$883K ﹤0.01%
55,152
-233,295
5034
$881K ﹤0.01%
67,898
+13,409
5035
$881K ﹤0.01%
90,364
+7,043
5036
$880K ﹤0.01%
9,522
+9,253
5037
$880K ﹤0.01%
171,260
-12,323
5038
$879K ﹤0.01%
17,471
+9,626
5039
$879K ﹤0.01%
225,289
+123,550
5040
$877K ﹤0.01%
118,622
-9,429
5041
$876K ﹤0.01%
+23,166
5042
$876K ﹤0.01%
33,206
+24,243
5043
$876K ﹤0.01%
7,946
-16,551
5044
$876K ﹤0.01%
293,026
+56,995
5045
$875K ﹤0.01%
14,848
+5,960
5046
$873K ﹤0.01%
30,514
+7,526
5047
$873K ﹤0.01%
139,314
+6,300
5048
$872K ﹤0.01%
22,108
+20,811
5049
$867K ﹤0.01%
201,902
+5,514
5050
$864K ﹤0.01%
39,170
+31,050
200 201
202
203 204