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
5451
$452K ﹤0.01%
45,105
-1,100
5452
$451K ﹤0.01%
74,211
+73,111
5453
$451K ﹤0.01%
61,386
+48,343
5454
$451K ﹤0.01%
5,348
+2,069
5455
$450K ﹤0.01%
26,162
-17,211
5456
$449K ﹤0.01%
19,876
+10,405
5457
$448K ﹤0.01%
22,746
+19,974
5458
$447K ﹤0.01%
32,916
+32,809
5459
$447K ﹤0.01%
17
+15
5460
$446K ﹤0.01%
40,188
+6,567
5461
$444K ﹤0.01%
38,909
-2,691
5462
$444K ﹤0.01%
27,631
+5,846
5463
$443K ﹤0.01%
692
5464
$443K ﹤0.01%
10,853
+6,808
5465
$443K ﹤0.01%
16,192
+443
5466
$441K ﹤0.01%
55,872
-31,055
5467
$441K ﹤0.01%
12,194
+124
5468
$441K ﹤0.01%
84,540
+47,936
5469
$439K ﹤0.01%
18,352
-11,857
5470
$437K ﹤0.01%
20,544
+16,456
5471
$437K ﹤0.01%
46,977
+470
5472
$437K ﹤0.01%
25,105
-1,702
5473
$434K ﹤0.01%
97,469
-5,296
5474
$433K ﹤0.01%
+43,911
5475
$433K ﹤0.01%
3,344
+680
217 218
219
220 221