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
6176
$103K ﹤0.01%
444
-1,559
6177
$103K ﹤0.01%
9,822
6178
$103K ﹤0.01%
4,136
6179
$102K ﹤0.01%
5,406
+134
6180
$102K ﹤0.01%
+5,591
6181
$102K ﹤0.01%
+3,456
6182
$101K ﹤0.01%
4,625
+4,596
6183
$101K ﹤0.01%
3,731
-4,161
6184
$101K ﹤0.01%
10,000
-15,000
6185
$101K ﹤0.01%
9,794
6186
$100K ﹤0.01%
21,537
-72,537
6187
$100K ﹤0.01%
10,000
-21,443
6188
$100K ﹤0.01%
9,922
6189
$99K ﹤0.01%
3,310
+1,525
6190
$99K ﹤0.01%
37,124
-129
6191
$99K ﹤0.01%
925
+598
6192
$99K ﹤0.01%
666
+179
6193
$99K ﹤0.01%
1,004
+200
6194
$99K ﹤0.01%
10,100
-123
6195
$98K ﹤0.01%
4,656
+4,530
6196
$98K ﹤0.01%
368
+96
6197
$98K ﹤0.01%
3,153
+2,025
6198
$98K ﹤0.01%
3,401
+1,926
6199
$98K ﹤0.01%
175,602
+142,519
6200
$98K ﹤0.01%
9,900
246 247
248
249 250