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
5951
$162K ﹤0.01%
2,179
+840
5952
$162K ﹤0.01%
2,453
5953
$162K ﹤0.01%
4,349
-1,085
5954
$161K ﹤0.01%
3,183
+2,970
5955
$160K ﹤0.01%
711
+606
5956
$160K ﹤0.01%
9,518
+4,683
5957
$160K ﹤0.01%
5,164
-1,231
5958
$160K ﹤0.01%
24,217
-603
5959
$160K ﹤0.01%
15,066
-5,987
5960
$160K ﹤0.01%
801
-225
5961
$160K ﹤0.01%
15,864
5962
$159K ﹤0.01%
2,871
+503
5963
$159K ﹤0.01%
4,537
+4,059
5964
$159K ﹤0.01%
28,856
+10,685
5965
$159K ﹤0.01%
6,525
+4,650
5966
$159K ﹤0.01%
15,799
5967
$159K ﹤0.01%
15,770
-8,784
5968
$157K ﹤0.01%
6,466
+3,098
5969
$157K ﹤0.01%
15,425
+12,783
5970
$157K ﹤0.01%
221
-113
5971
$157K ﹤0.01%
76,251
+30,778
5972
$156K ﹤0.01%
13,184
+1,011
5973
$156K ﹤0.01%
21,423
+353
5974
$156K ﹤0.01%
+7,129
5975
$155K ﹤0.01%
432
+425
237 238
239
240 241