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
6401
$62K ﹤0.01%
4,979
+1,735
6402
$62K ﹤0.01%
6,206
6403
$62K ﹤0.01%
3,878
+366
6404
$62K ﹤0.01%
5,883
6405
$62K ﹤0.01%
2,023
+831
6406
$61K ﹤0.01%
7,622
+7,402
6407
$61K ﹤0.01%
2,460
+495
6408
$61K ﹤0.01%
319
-230
6409
$61K ﹤0.01%
5,900
-1
6410
$61K ﹤0.01%
2,473
+2,450
6411
$61K ﹤0.01%
5,680
-3,024
6412
$61K ﹤0.01%
2,692
+323
6413
$61K ﹤0.01%
6,027
6414
$61K ﹤0.01%
6,052
+600
6415
$61K ﹤0.01%
5,996
-2,523
6416
$60K ﹤0.01%
573
+383
6417
$60K ﹤0.01%
1,242
-2,192
6418
$60K ﹤0.01%
1,622
6419
$60K ﹤0.01%
13,135
+10,596
6420
$60K ﹤0.01%
26,955
6421
$60K ﹤0.01%
3,339
-1,154
6422
$60K ﹤0.01%
16,538
-258,464
6423
$59K ﹤0.01%
12,056
+11,756
6424
$59K ﹤0.01%
4,000
+2,876
6425
$59K ﹤0.01%
+1,907
255 256
257
258 259