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
6276
$80K ﹤0.01%
12,048
+6,901
6277
$80K ﹤0.01%
18,055
+8,991
6278
$80K ﹤0.01%
12,895
-7,594
6279
$80K ﹤0.01%
+24
6280
$79K ﹤0.01%
5,617
6281
$79K ﹤0.01%
1,777
-1,292
6282
$79K ﹤0.01%
28,912
-28,406
6283
$79K ﹤0.01%
15,000
6284
$79K ﹤0.01%
15,547
+878
6285
$78K ﹤0.01%
2,555
6286
$78K ﹤0.01%
12,862
-779
6287
$78K ﹤0.01%
7,600
+2,400
6288
$78K ﹤0.01%
2,500
6289
$78K ﹤0.01%
15,577
-166,910
6290
$78K ﹤0.01%
7,528
-6,641
6291
$78K ﹤0.01%
+11,956
6292
$77K ﹤0.01%
2,500
6293
$77K ﹤0.01%
873
+450
6294
$77K ﹤0.01%
+7,944
6295
$77K ﹤0.01%
7,677
6296
$77K ﹤0.01%
7,455
6297
$75K ﹤0.01%
2,426
6298
$75K ﹤0.01%
38,661
6299
$75K ﹤0.01%
3,439
-10,347
6300
$75K ﹤0.01%
1,283
-1,434
250 251
252
253 254