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
6076
$127K ﹤0.01%
7,338
-47
6077
$127K ﹤0.01%
2,480
6078
$127K ﹤0.01%
7,634
+2,529
6079
$127K ﹤0.01%
7,857
+1,113
6080
$126K ﹤0.01%
7,713
+1,644
6081
$126K ﹤0.01%
14,102
-1,429
6082
$126K ﹤0.01%
11,730
+3,222
6083
$126K ﹤0.01%
13,000
-125
6084
$126K ﹤0.01%
12,384
-237
6085
$125K ﹤0.01%
+322
6086
$125K ﹤0.01%
3,678
+3,283
6087
$125K ﹤0.01%
18,631
+18,531
6088
$124K ﹤0.01%
6,839
+2,387
6089
$124K ﹤0.01%
20,278
+15,673
6090
$124K ﹤0.01%
+2,404
6091
$123K ﹤0.01%
3,388
-674
6092
$123K ﹤0.01%
3,835
+183
6093
$123K ﹤0.01%
+2,212
6094
$123K ﹤0.01%
17,565
+17,315
6095
$123K ﹤0.01%
12,326
6096
$123K ﹤0.01%
12,486
-15
6097
$123K ﹤0.01%
4,760
-2,644
6098
$122K ﹤0.01%
2,033
-4,500
6099
$122K ﹤0.01%
3,000
6100
$122K ﹤0.01%
+4,230
242 243
244
245 246