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
6801
$21K ﹤0.01%
2,186
6802
$21K ﹤0.01%
3,632
+661
6803
$21K ﹤0.01%
2,054
6804
$21K ﹤0.01%
2,100
+767
6805
$21K ﹤0.01%
2,084
6806
$21K ﹤0.01%
11,383
-7,500
6807
$21K ﹤0.01%
574
-502
6808
$21K ﹤0.01%
700
-700
6809
$20K ﹤0.01%
1,013
6810
$20K ﹤0.01%
1,250
6811
$20K ﹤0.01%
578
+178
6812
$20K ﹤0.01%
5,148
6813
– –
0
6814
$20K ﹤0.01%
899
+113
6815
$20K ﹤0.01%
300
6816
$20K ﹤0.01%
+51
6817
$20K ﹤0.01%
3,500
-3,500
6818
$20K ﹤0.01%
+48
6819
$20K ﹤0.01%
110,471
6820
$20K ﹤0.01%
2,021
6821
$20K ﹤0.01%
1,750
+900
6822
$19K ﹤0.01%
+10,752
6823
$19K ﹤0.01%
+500
6824
$19K ﹤0.01%
+191
6825
$19K ﹤0.01%
1,036
271 272
273
274 275