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
5676
$293K ﹤0.01%
10,921
+5,128
5677
$293K ﹤0.01%
16,304
-180
5678
$292K ﹤0.01%
8,875
-15,207
5679
$292K ﹤0.01%
4,498
-142
5680
$291K ﹤0.01%
+3,119
5681
$290K ﹤0.01%
63,068
+62,991
5682
$290K ﹤0.01%
11,118
-512
5683
$289K ﹤0.01%
89,188
+78,402
5684
$289K ﹤0.01%
22,962
+5,982
5685
$289K ﹤0.01%
+5,381
5686
$288K ﹤0.01%
54,458
+4,590
5687
$288K ﹤0.01%
+11,467
5688
$287K ﹤0.01%
4,122
-822
5689
$287K ﹤0.01%
18,576
+945
5690
$287K ﹤0.01%
+29,421
5691
$286K ﹤0.01%
16,000
5692
$285K ﹤0.01%
70,080
-3,509
5693
$284K ﹤0.01%
+16,881
5694
$281K ﹤0.01%
8,986
+636
5695
$281K ﹤0.01%
1,168
+480
5696
$281K ﹤0.01%
27,367
-12,753
5697
$280K ﹤0.01%
152,699
+12,541
5698
$278K ﹤0.01%
8,614
+3,008
5699
$278K ﹤0.01%
44,417
+6,311
5700
$277K ﹤0.01%
10,000
226 227
228
229 230