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
6826
$19K ﹤0.01%
+447
6827
$19K ﹤0.01%
821
-3,694
6828
$19K ﹤0.01%
4
6829
$19K ﹤0.01%
430
6830
$19K ﹤0.01%
450
6831
$19K ﹤0.01%
2,310
+1,367
6832
$19K ﹤0.01%
562
6833
$19K ﹤0.01%
368
+336
6834
$19K ﹤0.01%
1,926
-50
6835
$19K ﹤0.01%
+2,000
6836
$18K ﹤0.01%
470
6837
$18K ﹤0.01%
3,195
-20,465
6838
$18K ﹤0.01%
60
-600
6839
$18K ﹤0.01%
37,674
-24,880
6840
$18K ﹤0.01%
382
6841
$18K ﹤0.01%
+659
6842
$18K ﹤0.01%
4,258
-2,342
6843
$18K ﹤0.01%
1,500
+903
6844
$18K ﹤0.01%
2,480
+1,808
6845
$18K ﹤0.01%
1,887
+447
6846
$18K ﹤0.01%
3,910
6847
$18K ﹤0.01%
240
-136
6848
$18K ﹤0.01%
636
6849
$17K ﹤0.01%
2,899
6850
$17K ﹤0.01%
2,021
+173
272 273
274
275 276