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
5701
$276K ﹤0.01%
13,272
+12,474
5702
$276K ﹤0.01%
259
+257
5703
$275K ﹤0.01%
27,316
-67
5704
$274K ﹤0.01%
3,508
+1,619
5705
$274K ﹤0.01%
+25,979
5706
$274K ﹤0.01%
2,242
+754
5707
$274K ﹤0.01%
58,107
-164,149
5708
$273K ﹤0.01%
13,171
+7,359
5709
$272K ﹤0.01%
21,234
+11,141
5710
$272K ﹤0.01%
49,520
+3,500
5711
$272K ﹤0.01%
36,526
+16,864
5712
$272K ﹤0.01%
12,425
-240
5713
$271K ﹤0.01%
5,484
-414
5714
$271K ﹤0.01%
9,622
-714
5715
$269K ﹤0.01%
21,553
+15,996
5716
$269K ﹤0.01%
+1,825
5717
$269K ﹤0.01%
+33,450
5718
$267K ﹤0.01%
9,566
+8,142
5719
$267K ﹤0.01%
+11,613
5720
$266K ﹤0.01%
+21,531
5721
$265K ﹤0.01%
20,991
+3,344
5722
$263K ﹤0.01%
17,517
-2,062
5723
$262K ﹤0.01%
17,220
-7,902
5724
$261K ﹤0.01%
26,070
-4,300
5725
$261K ﹤0.01%
10,295
+1,610
227 228
229
230 231