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
5576
$354K ﹤0.01%
9,128
-1,133
5577
$352K ﹤0.01%
75,657
+21,578
5578
$352K ﹤0.01%
20,697
+16,833
5579
$352K ﹤0.01%
35,648
-13,475
5580
$352K ﹤0.01%
34,811
-1,790
5581
$352K ﹤0.01%
15,894
+4,642
5582
$351K ﹤0.01%
71,355
+19,015
5583
$349K ﹤0.01%
27,695
+204
5584
$349K ﹤0.01%
10,989
+3,204
5585
$348K ﹤0.01%
94
+74
5586
$348K ﹤0.01%
7,295
-481
5587
$348K ﹤0.01%
6,071
+2,237
5588
$345K ﹤0.01%
4,023
-3,022
5589
$345K ﹤0.01%
35,251
-10,808
5590
$344K ﹤0.01%
7,163
+252
5591
$344K ﹤0.01%
6,339
+1,776
5592
$344K ﹤0.01%
178,063
+9,960
5593
$343K ﹤0.01%
88,765
+67,924
5594
$342K ﹤0.01%
+16,790
5595
$342K ﹤0.01%
84,021
+77,421
5596
$339K ﹤0.01%
34,588
+8,471
5597
$338K ﹤0.01%
34,321
+27,432
5598
$338K ﹤0.01%
12,465
+6,435
5599
$338K ﹤0.01%
226,622
-3,110,423
5600
$337K ﹤0.01%
10,890
-65,077
222 223
224
225 226