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
5476
$432K ﹤0.01%
5,372
-681
5477
$432K ﹤0.01%
107,041
-19,332
5478
$432K ﹤0.01%
4,174
-123
5479
$432K ﹤0.01%
36,411
+14,401
5480
$432K ﹤0.01%
14,571
+13,550
5481
$431K ﹤0.01%
28,948
+2,629
5482
$430K ﹤0.01%
14,405
+13,460
5483
$430K ﹤0.01%
15,020
+10,199
5484
$430K ﹤0.01%
4,202
+2,587
5485
$428K ﹤0.01%
18,674
+5,576
5486
$428K ﹤0.01%
3,004
+2,964
5487
$428K ﹤0.01%
28,438
+13,238
5488
$427K ﹤0.01%
18,484
-9,524
5489
$423K ﹤0.01%
5,556
-67,538
5490
$421K ﹤0.01%
18,478
+10,491
5491
$421K ﹤0.01%
40,100
+15,756
5492
$420K ﹤0.01%
1,212
-807
5493
$420K ﹤0.01%
23,412
+20,866
5494
$419K ﹤0.01%
1,616
+1,033
5495
$418K ﹤0.01%
19,282
+2,247
5496
$418K ﹤0.01%
3,470
+202
5497
$416K ﹤0.01%
3,997
+317
5498
$416K ﹤0.01%
28,880
+11,700
5499
$415K ﹤0.01%
71,674
+71,670
5500
$414K ﹤0.01%
895
-1,754
218 219
220
221 222