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
5051
$863K ﹤0.01%
58,374
+50,778
5052
$859K ﹤0.01%
18,630
-7,316
5053
$858K ﹤0.01%
+23,351
5054
$856K ﹤0.01%
167,329
+13,005
5055
$856K ﹤0.01%
25,694
-493
5056
$855K ﹤0.01%
107,626
+26,391
5057
$854K ﹤0.01%
+85,786
5058
$851K ﹤0.01%
298,845
-37,555
5059
$848K ﹤0.01%
6,781
-4,506
5060
$847K ﹤0.01%
340
+223
5061
$846K ﹤0.01%
32,224
-869,261
5062
$845K ﹤0.01%
10,285
-1,116
5063
$844K ﹤0.01%
26,359
+25,205
5064
$844K ﹤0.01%
16,257
+1,894
5065
$843K ﹤0.01%
1,126
+48
5066
$842K ﹤0.01%
47,276
+27,396
5067
$842K ﹤0.01%
297,584
-73,777
5068
$841K ﹤0.01%
99,352
-45,223
5069
$840K ﹤0.01%
12,776
+3,361
5070
$839K ﹤0.01%
48,896
-351
5071
$834K ﹤0.01%
74,464
+8,638
5072
$834K ﹤0.01%
17,852
+1,838
5073
$833K ﹤0.01%
86,699
+6,118
5074
$831K ﹤0.01%
116,260
+52,243
5075
$826K ﹤0.01%
+10,995
201 202
203
204 205