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
5251
$631K ﹤0.01%
37,407
+12,839
5252
$630K ﹤0.01%
64,168
+46,484
5253
$625K ﹤0.01%
19,700
-2,117
5254
$625K ﹤0.01%
41,717
+1,458
5255
$624K ﹤0.01%
12,487
-78,327
5256
$624K ﹤0.01%
87,959
+21,281
5257
$619K ﹤0.01%
134,761
-570,377
5258
$618K ﹤0.01%
+9,549
5259
$617K ﹤0.01%
19,335
+12,255
5260
$617K ﹤0.01%
90,731
+73,775
5261
$617K ﹤0.01%
+48,984
5262
$616K ﹤0.01%
87,344
+72,014
5263
$615K ﹤0.01%
76,212
+41
5264
$614K ﹤0.01%
71,528
+60,887
5265
$614K ﹤0.01%
35,523
+9,507
5266
$612K ﹤0.01%
53,399
-88,674
5267
$611K ﹤0.01%
2,703
+279
5268
$611K ﹤0.01%
+8,137
5269
$611K ﹤0.01%
56,114
+56,092
5270
$610K ﹤0.01%
47,657
+11,703
5271
$608K ﹤0.01%
51,416
-5,240
5272
$606K ﹤0.01%
+10
5273
$606K ﹤0.01%
77,038
+10,125
5274
$604K ﹤0.01%
248,506
-99,089
5275
$603K ﹤0.01%
52,734
-1,509
209 210
211
212 213