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 9.08%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6751
$24K ﹤0.01%
2,501
6752
$24K ﹤0.01%
864
6753
$24K ﹤0.01%
+1,784
6754
$24K ﹤0.01%
3,674
+2,174
6755
$24K ﹤0.01%
+490
6756
$24K ﹤0.01%
1,700
+200
6757
$24K ﹤0.01%
2,381
6758
$23K ﹤0.01%
1,441
-143
6759
$23K ﹤0.01%
+1,197
6760
$23K ﹤0.01%
500
6761
$23K ﹤0.01%
682
6762
$23K ﹤0.01%
336
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6763
$23K ﹤0.01%
+840
6764
$23K ﹤0.01%
1,172
-16,056
6765
$23K ﹤0.01%
6,130
6766
$23K ﹤0.01%
2,809
+283
6767
$23K ﹤0.01%
10,053
+3,453
6768
$23K ﹤0.01%
9,249
+446
6769
$23K ﹤0.01%
2,123
6770
$23K ﹤0.01%
8,525
-6,475
6771
$22K ﹤0.01%
+831
6772
$22K ﹤0.01%
+528
6773
$22K ﹤0.01%
429
+10
6774
$22K ﹤0.01%
363
+103
6775
$22K ﹤0.01%
2,516
+1,064
269 270
271
272 273