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
5151
$724K ﹤0.01%
61,214
-204
5152
$724K ﹤0.01%
62,655
+44,217
5153
$724K ﹤0.01%
26,334
-8,894
5154
$723K ﹤0.01%
425,320
+416,249
5155
$721K ﹤0.01%
39,491
+37,526
5156
$720K ﹤0.01%
27,815
-15,975
5157
$718K ﹤0.01%
34
+6
5158
$718K ﹤0.01%
96,245
+251
5159
$716K ﹤0.01%
+45,393
5160
$715K ﹤0.01%
66,273
-209,793
5161
$714K ﹤0.01%
13,501
+12,940
5162
$714K ﹤0.01%
25,183
+714
5163
$714K ﹤0.01%
61,325
+12,086
5164
$713K ﹤0.01%
12,751
+6,646
5165
$713K ﹤0.01%
11,282
+9,187
5166
$712K ﹤0.01%
38,160
-2,084
5167
$712K ﹤0.01%
36,437
+7,574
5168
$712K ﹤0.01%
3,480
-4,940
5169
$711K ﹤0.01%
75,089
+5,294
5170
$711K ﹤0.01%
29,282
-24,395
5171
$709K ﹤0.01%
33,021
+2,998
5172
$709K ﹤0.01%
38,301
+25,934
5173
$708K ﹤0.01%
74,149
-110,224
5174
$708K ﹤0.01%
670
+67
5175
$708K ﹤0.01%
+26,198
205 206
207
208 209