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
2526
$14.6M ﹤0.01%
1,069,693
+41,145
2527
$14.6M ﹤0.01%
314,358
+104,264
2528
$14.6M ﹤0.01%
2,146,650
+963,970
2529
$14.5M ﹤0.01%
410,941
-22,321
2530
$14.5M ﹤0.01%
298,703
+59,924
2531
$14.5M ﹤0.01%
780,887
+17,781
2532
$14.5M ﹤0.01%
216,915
-68,250
2533
$14.5M ﹤0.01%
976,885
-2,421
2534
$14.5M ﹤0.01%
229,341
+77,317
2535
$14.4M ﹤0.01%
553,328
+13,207
2536
$14.4M ﹤0.01%
370,417
+251,079
2537
$14.4M ﹤0.01%
912,205
+654,998
2538
$14.4M ﹤0.01%
153,069
+66,458
2539
$14.4M ﹤0.01%
533,292
-81,890
2540
$14.4M ﹤0.01%
149,780
+84,178
2541
$14.4M ﹤0.01%
491,012
-37,034
2542
$14.4M ﹤0.01%
923,510
+4,705
2543
$14.4M ﹤0.01%
372,895
+251,182
2544
$14.4M ﹤0.01%
159,644
-13,924
2545
$14.4M ﹤0.01%
333,359
+145,827
2546
$14.3M ﹤0.01%
559,718
-310,930
2547
$14.3M ﹤0.01%
188,476
+159,448
2548
$14.3M ﹤0.01%
61,251
+46,106
2549
$14.3M ﹤0.01%
196,189
+2,959
2550
$14.3M ﹤0.01%
165,012
-54,812
100 101
102
103 104