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
6851
$17K ﹤0.01%
567
6852
$17K ﹤0.01%
1,750
6853
$17K ﹤0.01%
1,693
6854
$17K ﹤0.01%
1,001
-24,343
6855
$17K ﹤0.01%
9,496
-7,118
6856
$17K ﹤0.01%
5,906
6857
$17K ﹤0.01%
550
6858
$17K ﹤0.01%
1,300
6859
$17K ﹤0.01%
1,506
-3,391
6860
$17K ﹤0.01%
522
6861
$17K ﹤0.01%
2,420
-215
6862
$17K ﹤0.01%
2,367
6863
$17K ﹤0.01%
789
+30
6864
$17K ﹤0.01%
959
+860
6865
$17K ﹤0.01%
2,616
-1,058
6866
$17K ﹤0.01%
+498
6867
$17K ﹤0.01%
1,425
+1,306
6868
$16K ﹤0.01%
85
+75
6869
$16K ﹤0.01%
39
-91
6870
$16K ﹤0.01%
1,512
+216
6871
$16K ﹤0.01%
+13,600
6872
$16K ﹤0.01%
564
+273
6873
– –
0
6874
$16K ﹤0.01%
3,452
6875
$16K ﹤0.01%
+5
273 274
275
276 277