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
5101
$787K ﹤0.01%
27,781
+13,258
5102
$785K ﹤0.01%
37,876
+5,634
5103
$781K ﹤0.01%
45,116
+44,502
5104
$781K ﹤0.01%
188,011
+153,143
5105
$780K ﹤0.01%
17,000
+1,155
5106
$780K ﹤0.01%
63,627
+57,052
5107
$779K ﹤0.01%
48,699
+46,093
5108
$779K ﹤0.01%
23,948
-1,289
5109
$778K ﹤0.01%
25,729
-7,619
5110
$778K ﹤0.01%
9,537
+6,541
5111
$776K ﹤0.01%
+9,959
5112
$773K ﹤0.01%
27,362
-2,203
5113
$770K ﹤0.01%
28,787
-4,145
5114
$768K ﹤0.01%
30,429
-787
5115
$767K ﹤0.01%
13,467
+13,282
5116
$766K ﹤0.01%
36,110
+13,149
5117
$765K ﹤0.01%
59,544
-4,625
5118
$764K ﹤0.01%
52,304
+1,602
5119
$764K ﹤0.01%
5,786
+4,684
5120
$761K ﹤0.01%
64,123
+63,418
5121
$759K ﹤0.01%
87,336
+20,250
5122
$757K ﹤0.01%
7,826
+7,722
5123
$757K ﹤0.01%
72,296
+4,491
5124
$749K ﹤0.01%
52,951
+49,623
5125
$747K ﹤0.01%
59,242
+12,602
203 204
205
206 207