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
5601
$337K ﹤0.01%
32,033
+31,504
5602
$335K ﹤0.01%
+1,742
5603
$334K ﹤0.01%
5,335
-624
5604
$334K ﹤0.01%
82,096
-34,702
5605
$333K ﹤0.01%
16,952
+16,842
5606
$333K ﹤0.01%
34,123
+12,638
5607
$332K ﹤0.01%
20,354
-3,829
5608
$330K ﹤0.01%
30,119
+29,187
5609
$329K ﹤0.01%
+26,831
5610
$329K ﹤0.01%
7,081
-8,591
5611
$328K ﹤0.01%
8,090
-4,466
5612
$327K ﹤0.01%
1,649
-1,027
5613
$325K ﹤0.01%
33,231
-245,869
5614
$325K ﹤0.01%
10,463
+4,538
5615
$324K ﹤0.01%
634
-739
5616
$324K ﹤0.01%
18,421
+17,766
5617
$324K ﹤0.01%
107,427
+67,894
5618
$322K ﹤0.01%
10,193
+8,940
5619
$322K ﹤0.01%
6,509
+11
5620
$322K ﹤0.01%
33,300
+2,178
5621
$321K ﹤0.01%
5,097
+3,047
5622
$320K ﹤0.01%
6,141
+562
5623
$320K ﹤0.01%
25,917
+13,023
5624
$320K ﹤0.01%
4,609
+3,569
5625
$320K ﹤0.01%
26,273
-4,808
223 224
225
226 227