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
2876
$10.7M ﹤0.01%
142,011
-5,265
2877
$10.7M ﹤0.01%
85,190
+60,797
2878
$10.7M ﹤0.01%
401,325
+253,261
2879
$10.7M ﹤0.01%
44,664
+16,746
2880
$10.7M ﹤0.01%
370,779
+19,501
2881
$10.7M ﹤0.01%
891,147
+176,775
2882
$10.7M ﹤0.01%
521,886
+284,344
2883
$10.6M ﹤0.01%
237,695
+92,316
2884
$10.6M ﹤0.01%
408,722
+253,154
2885
$10.6M ﹤0.01%
343,263
+27,266
2886
$10.6M ﹤0.01%
202,338
-2,250
2887
$10.6M ﹤0.01%
551,538
-37,916
2888
$10.6M ﹤0.01%
87,863
+20,879
2889
$10.6M ﹤0.01%
243,359
+86,083
2890
$10.6M ﹤0.01%
+400,000
2891
$10.6M ﹤0.01%
955,639
+66,099
2892
$10.5M ﹤0.01%
350,021
-2,756
2893
$10.5M ﹤0.01%
1,700,384
+578,514
2894
$10.5M ﹤0.01%
1,328,971
+899,486
2895
$10.5M ﹤0.01%
88,965
-3,715
2896
$10.5M ﹤0.01%
417,370
+58,238
2897
$10.5M ﹤0.01%
1,016,084
+327,835
2898
$10.5M ﹤0.01%
204,358
-24,432
2899
$10.5M ﹤0.01%
1,043,644
+377,344
2900
$10.5M ﹤0.01%
980,209
+586,487
114 115
116
117 118