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
6126
$116K ﹤0.01%
17,830
-35,972
6127
$115K ﹤0.01%
20,867
+4,722
6128
$115K ﹤0.01%
5,446
+5,406
6129
$115K ﹤0.01%
11,440
6130
$115K ﹤0.01%
13,466
+11,369
6131
$114K ﹤0.01%
6,386
6132
$114K ﹤0.01%
962
+880
6133
$114K ﹤0.01%
3,674
+800
6134
$113K ﹤0.01%
1,290
+216
6135
$113K ﹤0.01%
1,465
+26
6136
$113K ﹤0.01%
+46,173
6137
$112K ﹤0.01%
95,603
+80,303
6138
$112K ﹤0.01%
+9,853
6139
$112K ﹤0.01%
11,222
-720
6140
$111K ﹤0.01%
5,585
-17,493
6141
$110K ﹤0.01%
2,073
+5
6142
$110K ﹤0.01%
3,925
6143
$110K ﹤0.01%
4,068
+700
6144
$110K ﹤0.01%
6,912
-11,450
6145
$110K ﹤0.01%
10,000
+199
6146
$109K ﹤0.01%
29,271
+28,771
6147
$109K ﹤0.01%
6,781
+6,579
6148
$109K ﹤0.01%
10,886
6149
$108K ﹤0.01%
48,228
+10,500
6150
$108K ﹤0.01%
8,762
+8,700
244 245
246
247 248