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
5076
$825K ﹤0.01%
7,683
+3,107
5077
$825K ﹤0.01%
65,703
+62,913
5078
$824K ﹤0.01%
82,202
-84,136
5079
$819K ﹤0.01%
3,651
+796
5080
$817K ﹤0.01%
62,826
+35
5081
$816K ﹤0.01%
54,328
+14,450
5082
$815K ﹤0.01%
80,084
+49,494
5083
$814K ﹤0.01%
58,935
+326
5084
$812K ﹤0.01%
129,232
+123,013
5085
$808K ﹤0.01%
74,244
+61,774
5086
$805K ﹤0.01%
80,345
-17,728
5087
$803K ﹤0.01%
33,384
-19,064
5088
$803K ﹤0.01%
87,688
+12,443
5089
$802K ﹤0.01%
17,548
+10,842
5090
$800K ﹤0.01%
92,736
-11,499
5091
$800K ﹤0.01%
18,673
-20,828
5092
$799K ﹤0.01%
256,856
+208,746
5093
$798K ﹤0.01%
59,361
+58,094
5094
$798K ﹤0.01%
4,046
-981
5095
$795K ﹤0.01%
77,305
+2,688
5096
$793K ﹤0.01%
79,782
+61,863
5097
$792K ﹤0.01%
131,604
+109,162
5098
$792K ﹤0.01%
28,928
+1,992
5099
$791K ﹤0.01%
19,015
+9,069
5100
$788K ﹤0.01%
38,387
+24,407
202 203
204
205 206