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
5301
$581K ﹤0.01%
19,939
+959
5302
$581K ﹤0.01%
28,285
-31,037
5303
$579K ﹤0.01%
20,063
-3,732
5304
$579K ﹤0.01%
22,906
-30,629
5305
$578K ﹤0.01%
48,576
+16,310
5306
$578K ﹤0.01%
97,200
-13,100
5307
$577K ﹤0.01%
+59,343
5308
$576K ﹤0.01%
23,583
-6,611
5309
$576K ﹤0.01%
17,705
-9,376
5310
$575K ﹤0.01%
2,180
+1,709
5311
$575K ﹤0.01%
6,540
+6,270
5312
$575K ﹤0.01%
100,886
+97,786
5313
$574K ﹤0.01%
5,984
+4,772
5314
$572K ﹤0.01%
18,791
+3,649
5315
$571K ﹤0.01%
9,841
-2,263
5316
$570K ﹤0.01%
69,941
+48,129
5317
$569K ﹤0.01%
22,209
+21,059
5318
$568K ﹤0.01%
8,534
+1,965
5319
$567K ﹤0.01%
21,548
-15,452
5320
$566K ﹤0.01%
32,167
+1,891
5321
$566K ﹤0.01%
+27,517
5322
$563K ﹤0.01%
3,155
+2,497
5323
$563K ﹤0.01%
15,860
+15,577
5324
$563K ﹤0.01%
44,203
-25,555
5325
$563K ﹤0.01%
14,791
-2,593
211 212
213
214 215