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
2576
$13.9M ﹤0.01%
611,494
+146,025
2577
$13.9M ﹤0.01%
497,167
-349,989
2578
$13.9M ﹤0.01%
415,961
-172,251
2579
$13.9M ﹤0.01%
649,409
-81,580
2580
$13.9M ﹤0.01%
214,411
+82,775
2581
$13.9M ﹤0.01%
162,731
-60,631
2582
$13.9M ﹤0.01%
307,388
+289,221
2583
$13.9M ﹤0.01%
762,122
+274,652
2584
$13.9M ﹤0.01%
258,045
+144,216
2585
$13.9M ﹤0.01%
849,907
-86,662
2586
$13.9M ﹤0.01%
247,814
+86,642
2587
$13.9M ﹤0.01%
1,471,386
+26,100
2588
$13.9M ﹤0.01%
602,904
-42,269
2589
$13.8M ﹤0.01%
627,305
+355,402
2590
$13.8M ﹤0.01%
787,037
-61,445
2591
$13.8M ﹤0.01%
607,674
-409
2592
$13.8M ﹤0.01%
303,945
+34,715
2593
$13.8M ﹤0.01%
2,069,824
-504,385
2594
$13.8M ﹤0.01%
203,844
+10,392
2595
$13.7M ﹤0.01%
584,329
+489,533
2596
$13.7M ﹤0.01%
644,410
-279,100
2597
$13.7M ﹤0.01%
293,501
+74,247
2598
$13.6M ﹤0.01%
683,021
+63,931
2599
$13.6M ﹤0.01%
590,376
+14,957
2600
$13.6M ﹤0.01%
655,676
+78,370
102 103
104
105 106