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
6601
$38K ﹤0.01%
2,028
+1,903
6602
$38K ﹤0.01%
3,718
6603
$37K ﹤0.01%
1,478
6604
$37K ﹤0.01%
2,890
6605
$37K ﹤0.01%
+612
6606
$37K ﹤0.01%
3,345
-920
6607
$37K ﹤0.01%
1,764
+5
6608
$37K ﹤0.01%
+97
6609
$37K ﹤0.01%
3,714
6610
$36K ﹤0.01%
1,654
+281
6611
$36K ﹤0.01%
648
6612
$36K ﹤0.01%
1,372
+383
6613
$36K ﹤0.01%
6,500
-210,790
6614
$36K ﹤0.01%
+26,732
6615
$35K ﹤0.01%
555
6616
$35K ﹤0.01%
6,187
+396
6617
$35K ﹤0.01%
13,636
-93,243
6618
$35K ﹤0.01%
+17,136
6619
$35K ﹤0.01%
3,450
6620
$35K ﹤0.01%
2,480
-11,820
6621
$35K ﹤0.01%
3,479
-1,547
6622
$35K ﹤0.01%
1,065
-246
6623
$35K ﹤0.01%
900
-270
6624
$35K ﹤0.01%
1,188
6625
$35K ﹤0.01%
3,486
-65,038
263 264
265
266 267