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
5826
$212K ﹤0.01%
21,062
+20,496
5827
$212K ﹤0.01%
36
+2
5828
$211K ﹤0.01%
4,089
5829
$211K ﹤0.01%
21,716
-70
5830
$211K ﹤0.01%
12,390
-2,900
5831
$210K ﹤0.01%
19,331
+6,708
5832
$210K ﹤0.01%
+9,551
5833
$210K ﹤0.01%
3,409
-25
5834
$209K ﹤0.01%
28,994
-38,871
5835
$209K ﹤0.01%
58,767
-12,646
5836
$208K ﹤0.01%
25,825
+12,870
5837
$207K ﹤0.01%
8,695
+1,861
5838
$207K ﹤0.01%
25,939
+18,508
5839
$207K ﹤0.01%
31,646
-409
5840
$206K ﹤0.01%
4,468
+24
5841
$206K ﹤0.01%
+5,808
5842
$205K ﹤0.01%
3,579
+1,064
5843
$205K ﹤0.01%
16,396
+7,604
5844
$204K ﹤0.01%
19,838
+3,628
5845
$204K ﹤0.01%
60,280
+54,099
5846
$204K ﹤0.01%
32,400
+2,400
5847
$204K ﹤0.01%
83,904
5848
$203K ﹤0.01%
6,380
+2,434
5849
$203K ﹤0.01%
11,543
+8,450
5850
$203K ﹤0.01%
20,848
232 233
234
235 236