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
5201
$677K ﹤0.01%
28,444
+2,485
5202
$674K ﹤0.01%
420,606
+40,030
5203
$673K ﹤0.01%
65,158
+52,783
5204
$673K ﹤0.01%
70,111
+26,560
5205
$672K ﹤0.01%
292,025
+26,336
5206
$671K ﹤0.01%
31,973
+21,872
5207
$671K ﹤0.01%
117,210
+24,933
5208
$671K ﹤0.01%
68,131
-25,132
5209
$670K ﹤0.01%
31,456
+28,956
5210
$669K ﹤0.01%
28,599
-6,063
5211
$668K ﹤0.01%
41,758
+12,597
5212
$662K ﹤0.01%
38,935
-709
5213
$661K ﹤0.01%
98
+88
5214
$661K ﹤0.01%
49,694
+24,496
5215
$660K ﹤0.01%
17
+10
5216
$660K ﹤0.01%
281,617
-16,246
5217
$660K ﹤0.01%
6,984
-14,068
5218
$660K ﹤0.01%
30,098
+21,382
5219
$660K ﹤0.01%
45,492
+28,940
5220
$659K ﹤0.01%
2,536
+921
5221
$659K ﹤0.01%
605,647
+51,428
5222
$659K ﹤0.01%
149,527
-42,353
5223
$658K ﹤0.01%
22,578
-79,821
5224
$655K ﹤0.01%
+22,099
5225
$654K ﹤0.01%
13,401
+10,183
207 208
209
210 211