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
6551
$43K ﹤0.01%
6,178
-700
6552
$43K ﹤0.01%
4,325
-17
6553
$43K ﹤0.01%
15,049
+6,892
6554
$43K ﹤0.01%
3,979
6555
$43K ﹤0.01%
4,101
-1,300
6556
$42K ﹤0.01%
7,325
-8,742
6557
$42K ﹤0.01%
800
6558
$42K ﹤0.01%
10,972
+3,863
6559
$42K ﹤0.01%
1,205
+500
6560
$41K ﹤0.01%
880
+371
6561
$41K ﹤0.01%
1,252
6562
$41K ﹤0.01%
1,160
+510
6563
$41K ﹤0.01%
1,046
+257
6564
$41K ﹤0.01%
+1,136
6565
$41K ﹤0.01%
449
+100
6566
$41K ﹤0.01%
793
6567
$41K ﹤0.01%
1,645
+846
6568
$41K ﹤0.01%
813
+775
6569
$41K ﹤0.01%
1,750
-1,800
6570
$41K ﹤0.01%
4,031
6571
$41K ﹤0.01%
3,987
6572
$40K ﹤0.01%
3,233
6573
$40K ﹤0.01%
1,342
6574
$40K ﹤0.01%
+1,700
6575
$40K ﹤0.01%
600
261 262
263
264 265