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
6576
$40K ﹤0.01%
3,950
6577
$40K ﹤0.01%
3,932
-4,488
6578
$40K ﹤0.01%
3,814
6579
$40K ﹤0.01%
3,481
-1,187
6580
$40K ﹤0.01%
20,000
-1
6581
$39K ﹤0.01%
1,123
+998
6582
$39K ﹤0.01%
1,250
6583
$39K ﹤0.01%
7,484
6584
$39K ﹤0.01%
10,195
-34,699
6585
$39K ﹤0.01%
1,131
6586
$39K ﹤0.01%
213
+63
6587
$39K ﹤0.01%
504
+461
6588
$39K ﹤0.01%
1,744
+1,285
6589
$39K ﹤0.01%
16,504
+10,957
6590
– –
0
6591
$38K ﹤0.01%
8,000
6592
$38K ﹤0.01%
1,388
6593
$38K ﹤0.01%
+3,900
6594
$38K ﹤0.01%
3,125
+3,049
6595
$38K ﹤0.01%
3,772
6596
$38K ﹤0.01%
3,728
-999
6597
$38K ﹤0.01%
3,850
6598
$38K ﹤0.01%
3,640
-2,000
6599
$38K ﹤0.01%
3,071
-16,589
6600
$38K ﹤0.01%
3,736
-18,661
262 263
264
265 266