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
5851
$202K ﹤0.01%
8,592
+153
5852
$202K ﹤0.01%
11,842
+6,754
5853
$201K ﹤0.01%
192
-183
5854
$200K ﹤0.01%
11,136
+1,000
5855
$200K ﹤0.01%
3,907
+2,940
5856
$200K ﹤0.01%
20,098
-4,984
5857
$199K ﹤0.01%
52,336
-11,735
5858
$199K ﹤0.01%
5,482
+950
5859
$199K ﹤0.01%
+20,539
5860
$199K ﹤0.01%
12,414
+11
5861
$198K ﹤0.01%
56,133
+3,422
5862
$197K ﹤0.01%
29,255
+4,441
5863
$196K ﹤0.01%
7,444
+3,331
5864
$196K ﹤0.01%
30,975
+23,878
5865
$196K ﹤0.01%
11,371
+11,251
5866
$196K ﹤0.01%
1,021
+251
5867
$196K ﹤0.01%
31,856
-2,968
5868
$195K ﹤0.01%
17,824
-168
5869
$195K ﹤0.01%
17,705
-1,119,332
5870
$194K ﹤0.01%
999
+182
5871
$194K ﹤0.01%
15,587
+406
5872
$194K ﹤0.01%
40,769
-187,593
5873
$194K ﹤0.01%
18,662
+12,715
5874
$193K ﹤0.01%
16,581
+1,136
5875
$193K ﹤0.01%
2,529
+2,526
233 234
235
236 237