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
2476
$15.2M ﹤0.01%
395,167
+59,323
2477
$15.2M ﹤0.01%
57,317
+27,027
2478
$15.2M ﹤0.01%
1,555,122
-230,326
2479
$15.2M ﹤0.01%
123,265
+25,227
2480
$15.1M ﹤0.01%
290,739
-80,882
2481
$15.1M ﹤0.01%
58,253
+5,065
2482
$15.1M ﹤0.01%
982,826
+68,871
2483
$15.1M ﹤0.01%
242,567
-72,533
2484
$15.1M ﹤0.01%
621,999
-344,870
2485
$15.1M ﹤0.01%
1,871,866
+1,737,912
2486
$15.1M ﹤0.01%
293,513
+24,356
2487
$15.1M ﹤0.01%
555,054
+80,168
2488
$15.1M ﹤0.01%
439,751
+109,351
2489
$15.1M ﹤0.01%
1,969,441
+1,038,531
2490
$15.1M ﹤0.01%
198,141
+153,140
2491
$15.1M ﹤0.01%
3,292
+919
2492
$15M ﹤0.01%
451,066
+155,259
2493
$15M ﹤0.01%
354,744
+91,104
2494
$15M ﹤0.01%
31,393
+13,705
2495
$15M ﹤0.01%
343,032
+59,927
2496
$15M ﹤0.01%
588,155
+73,898
2497
$14.9M ﹤0.01%
565,208
+157,855
2498
$14.9M ﹤0.01%
791,666
-97,857
2499
$14.9M ﹤0.01%
554,567
-107,809
2500
$14.9M ﹤0.01%
1,034,441
+15,231
98 99
100
101 102