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
5526
$398K ﹤0.01%
19,707
+11,824
5527
$397K ﹤0.01%
25,397
+1,615
5528
$397K ﹤0.01%
15,527
+10,227
5529
$396K ﹤0.01%
18,686
+17,004
5530
$396K ﹤0.01%
18,249
-10,437
5531
$394K ﹤0.01%
35,114
+20,117
5532
$394K ﹤0.01%
49,277
+17,533
5533
$393K ﹤0.01%
44,331
+42,144
5534
$393K ﹤0.01%
106,770
-529,144
5535
$392K ﹤0.01%
19,448
-32,502
5536
$392K ﹤0.01%
22,306
-8,524
5537
$391K ﹤0.01%
2,791
+2,788
5538
$388K ﹤0.01%
12,087
+5,149
5539
$388K ﹤0.01%
15,169
+6,255
5540
$387K ﹤0.01%
15,766
+5,302
5541
$387K ﹤0.01%
32,912
+16,895
5542
$387K ﹤0.01%
73,233
-265,481
5543
$386K ﹤0.01%
6,801
+5,509
5544
$384K ﹤0.01%
23,192
+13,059
5545
$384K ﹤0.01%
24,530
+9,980
5546
$383K ﹤0.01%
31,091
-1,379
5547
$383K ﹤0.01%
25,454
-23,588
5548
$381K ﹤0.01%
5,751
-1,621
5549
$381K ﹤0.01%
12,969
-19,633
5550
$380K ﹤0.01%
222,207
+98,374
220 221
222
223 224