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
5426
$467K ﹤0.01%
3,362
-296
5427
$467K ﹤0.01%
2,809
-2,784
5428
$466K ﹤0.01%
12,954
-4,070
5429
$466K ﹤0.01%
11,562
+11,145
5430
$466K ﹤0.01%
43,396
+13,294
5431
$465K ﹤0.01%
72,586
+43,794
5432
$464K ﹤0.01%
26,738
+493
5433
$464K ﹤0.01%
47,514
-33,156
5434
$463K ﹤0.01%
3,987
+3,920
5435
$463K ﹤0.01%
18,213
+5,256
5436
$463K ﹤0.01%
16,702
-20,041
5437
$462K ﹤0.01%
20,086
+202
5438
$461K ﹤0.01%
1,913
+1,202
5439
$460K ﹤0.01%
124,105
+9,444
5440
$459K ﹤0.01%
10,785
+468
5441
$458K ﹤0.01%
14,148
+6,177
5442
$458K ﹤0.01%
90,363
-400
5443
$458K ﹤0.01%
12,996
+11,320
5444
$457K ﹤0.01%
68,508
5445
$457K ﹤0.01%
24,387
+6,314
5446
$456K ﹤0.01%
20,304
+19,681
5447
$456K ﹤0.01%
181,964
+136,352
5448
$455K ﹤0.01%
95,433
+93,683
5449
$453K ﹤0.01%
3,949
+132
5450
$452K ﹤0.01%
4,532
-1,735
216 217
218
219 220