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
2776
$11.8M ﹤0.01%
1,464,569
-802,247
2777
$11.8M ﹤0.01%
227,908
+32,213
2778
$11.8M ﹤0.01%
443,038
+348,995
2779
$11.7M ﹤0.01%
302,527
+202,671
2780
$11.7M ﹤0.01%
365,563
+68,404
2781
$11.7M ﹤0.01%
344,260
+15,996
2782
$11.7M ﹤0.01%
145,010
+6,106
2783
$11.7M ﹤0.01%
714,814
+138,306
2784
$11.7M ﹤0.01%
644,119
-30,712
2785
$11.7M ﹤0.01%
143,085
+38,590
2786
$11.7M ﹤0.01%
709,988
+281,247
2787
$11.7M ﹤0.01%
112,851
+16,159
2788
$11.7M ﹤0.01%
51,551
-14,230
2789
$11.7M ﹤0.01%
139,167
+79,076
2790
$11.7M ﹤0.01%
301,076
+237,714
2791
$11.7M ﹤0.01%
481,151
+430,628
2792
$11.7M ﹤0.01%
204,382
-96,194
2793
$11.7M ﹤0.01%
5,713
-9
2794
$11.6M ﹤0.01%
514,559
+329,008
2795
$11.6M ﹤0.01%
592,127
+25,973
2796
$11.6M ﹤0.01%
126,869
+53,315
2797
$11.6M ﹤0.01%
2,049,012
-5,336,125
2798
$11.6M ﹤0.01%
754,729
+133,357
2799
$11.6M ﹤0.01%
1,281,479
-1,288,941
2800
$11.6M ﹤0.01%
619,146
+334,780
110 111
112
113 114