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
2601
$13.6M ﹤0.01%
159,531
+51,993
2602
$13.6M ﹤0.01%
407,896
+285,214
2603
$13.6M ﹤0.01%
372,986
+268,465
2604
$13.6M ﹤0.01%
549,438
+44,987
2605
$13.6M ﹤0.01%
135,565
+18,039
2606
$13.6M ﹤0.01%
208,108
+206,139
2607
$13.5M ﹤0.01%
536,345
+101,020
2608
$13.5M ﹤0.01%
372,906
+153,245
2609
$13.5M ﹤0.01%
145,047
+76,888
2610
$13.5M ﹤0.01%
807,958
+49,435
2611
$13.5M ﹤0.01%
179,535
-225,305
2612
$13.5M ﹤0.01%
844,107
+75,371
2613
$13.4M ﹤0.01%
333,725
+177,606
2614
$13.4M ﹤0.01%
1,031,755
+110,725
2615
$13.4M ﹤0.01%
56,542
+1,767
2616
$13.4M ﹤0.01%
921,431
-313,157
2617
$13.4M ﹤0.01%
183,199
+150,688
2618
$13.4M ﹤0.01%
207,340
-10,639
2619
$13.4M ﹤0.01%
163,313
-4,842
2620
$13.4M ﹤0.01%
780,775
+625,765
2621
$13.3M ﹤0.01%
134,177
-143,177
2622
$13.3M ﹤0.01%
957,884
+8,068
2623
$13.3M ﹤0.01%
730,595
+152,661
2624
$13.3M ﹤0.01%
604,124
+105,152
2625
$13.2M ﹤0.01%
341,521
+227,634
103 104
105
106 107