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
6351
$68K ﹤0.01%
2
+1
6352
$68K ﹤0.01%
+364
6353
$68K ﹤0.01%
5,725
6354
$68K ﹤0.01%
7,397
+7,251
6355
$68K ﹤0.01%
7,868
+3,100
6356
$68K ﹤0.01%
6,195
6357
$68K ﹤0.01%
6,584
6358
$67K ﹤0.01%
2,000
6359
$67K ﹤0.01%
28,102
+5,473
6360
$67K ﹤0.01%
4
-8
6361
$67K ﹤0.01%
341
+237
6362
$67K ﹤0.01%
6,814
+4,919
6363
$67K ﹤0.01%
27,700
+5,608
6364
$66K ﹤0.01%
4,413
-69,080
6365
$66K ﹤0.01%
3,277
-1,490
6366
$66K ﹤0.01%
7,952
+7,918
6367
$66K ﹤0.01%
1,062
-4,790
6368
$66K ﹤0.01%
6,808
+308
6369
$66K ﹤0.01%
2,000
6370
$66K ﹤0.01%
6,684
+4,523
6371
$66K ﹤0.01%
6,643
6372
$66K ﹤0.01%
3,054
+885
6373
$65K ﹤0.01%
5,486
+5,280
6374
$65K ﹤0.01%
12,154
+500
6375
$65K ﹤0.01%
+2,297
253 254
255
256 257