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
7201
$5K ﹤0.01%
500
7202
$5K ﹤0.01%
470
7203
$5K ﹤0.01%
8,539
-8
7204
$5K ﹤0.01%
+150
7205
$5K ﹤0.01%
+1,851
7206
$5K ﹤0.01%
222
-123
7207
$5K ﹤0.01%
+4,155
7208
$5K ﹤0.01%
+436
7209
$5K ﹤0.01%
+500
7210
$5K ﹤0.01%
498
-115
7211
$5K ﹤0.01%
1,494
7212
$5K ﹤0.01%
2,550
7213
$5K ﹤0.01%
295
7214
$5K ﹤0.01%
475
7215
$5K ﹤0.01%
200
7216
$5K ﹤0.01%
158
7217
$5K ﹤0.01%
+500
7218
$4K ﹤0.01%
39
-253
7219
$4K ﹤0.01%
289
7220
$4K ﹤0.01%
100
-667
7221
$4K ﹤0.01%
+140
7222
$4K ﹤0.01%
1,100
-4,000
7223
$4K ﹤0.01%
10
7224
$4K ﹤0.01%
60
7225
$4K ﹤0.01%
213
-325
287 288
289
290 291