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
5726
$261K ﹤0.01%
12,319
+11,829
5727
$260K ﹤0.01%
1,325
+168
5728
$260K ﹤0.01%
9,340
-32,687
5729
$259K ﹤0.01%
3,710
+772
5730
$259K ﹤0.01%
17,051
+7,207
5731
$259K ﹤0.01%
24,478
-3,075
5732
$258K ﹤0.01%
10,017
-1,153
5733
$258K ﹤0.01%
25,164
+1,726
5734
$256K ﹤0.01%
8,426
+3,245
5735
$255K ﹤0.01%
11,455
+7,175
5736
$255K ﹤0.01%
900
5737
$254K ﹤0.01%
14,184
+14
5738
$254K ﹤0.01%
48,151
+28,998
5739
$253K ﹤0.01%
25,303
-5,997
5740
$253K ﹤0.01%
20,692
+12,573
5741
$251K ﹤0.01%
9,698
+5,067
5742
$251K ﹤0.01%
18,266
+1,134
5743
$251K ﹤0.01%
16,861
-3,320
5744
$251K ﹤0.01%
22,188
-24,992
5745
$250K ﹤0.01%
9,565
-553
5746
$249K ﹤0.01%
6,977
+1,765
5747
$249K ﹤0.01%
582
+405
5748
$249K ﹤0.01%
58,577
+54,984
5749
$248K ﹤0.01%
13,620
+5,376
5750
$248K ﹤0.01%
7,019
+61
228 229
230
231 232