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
6151
$108K ﹤0.01%
10,584
+1,544
6152
$108K ﹤0.01%
10,334
-25,718
6153
$107K ﹤0.01%
700
6154
$107K ﹤0.01%
3,853
+2,702
6155
$107K ﹤0.01%
3,647
6156
$107K ﹤0.01%
1,900
6157
$107K ﹤0.01%
1,122
+1,075
6158
$107K ﹤0.01%
4,740
+1,240
6159
$107K ﹤0.01%
36,367
-21,346
6160
$106K ﹤0.01%
7,692
+2,000
6161
$106K ﹤0.01%
21,921
-18,250
6162
$106K ﹤0.01%
3,341
-1,124
6163
$106K ﹤0.01%
4,413
-289
6164
$106K ﹤0.01%
1,458
+614
6165
$106K ﹤0.01%
1,935
-9,432
6166
$105K ﹤0.01%
3
+2
6167
$105K ﹤0.01%
23,627
+4,202
6168
$105K ﹤0.01%
1,317
+627
6169
$105K ﹤0.01%
3,000
6170
$104K ﹤0.01%
3,655
-16,608
6171
$104K ﹤0.01%
7,323
+1,905
6172
$104K ﹤0.01%
1,423
+682
6173
$104K ﹤0.01%
2,188
6174
$103K ﹤0.01%
65,713
+1,027
6175
$103K ﹤0.01%
+7,507
245 246
247
248 249