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
2501
$14.9M ﹤0.01%
251,164
+7,812
2502
$14.9M ﹤0.01%
534,424
-203,021
2503
$14.9M ﹤0.01%
181,803
+22,897
2504
$14.8M ﹤0.01%
99,739
-5,516
2505
$14.8M ﹤0.01%
1,789,967
+157,025
2506
$14.8M ﹤0.01%
1,254,093
-1,045
2507
$14.8M ﹤0.01%
222,838
+105,154
2508
$14.8M ﹤0.01%
559,522
+162,192
2509
$14.8M ﹤0.01%
898,639
+91,774
2510
$14.8M ﹤0.01%
334,482
+11,112
2511
$14.7M ﹤0.01%
533,804
+374,532
2512
$14.7M ﹤0.01%
2,184,937
+219,493
2513
$14.7M ﹤0.01%
250,797
+39,475
2514
$14.7M ﹤0.01%
297,153
+1,121
2515
$14.7M ﹤0.01%
630,017
-109,115
2516
$14.7M ﹤0.01%
307,359
-18,369
2517
$14.7M ﹤0.01%
302,296
+42,616
2518
$14.7M ﹤0.01%
215,640
+54,092
2519
$14.7M ﹤0.01%
32,274
+20,342
2520
$14.7M ﹤0.01%
530,856
-67,832
2521
$14.7M ﹤0.01%
109,724
+80,513
2522
$14.6M ﹤0.01%
625,474
-433,088
2523
$14.6M ﹤0.01%
1,320,588
+1,320,256
2524
$14.6M ﹤0.01%
311,894
-13,361
2525
$14.6M ﹤0.01%
574,091
-326,407
99 100
101
102 103