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
2926
$10.3M ﹤0.01%
163,247
+28,621
2927
$10.3M ﹤0.01%
220,137
+30,909
2928
$10.3M ﹤0.01%
226,018
+45,509
2929
$10.3M ﹤0.01%
16,195
+4,273
2930
$10.2M ﹤0.01%
604,018
+22,484
2931
$10.2M ﹤0.01%
167,185
-7,017
2932
$10.2M ﹤0.01%
267,118
+136,170
2933
$10.2M ﹤0.01%
360,298
-31,076
2934
$10.2M ﹤0.01%
1,337,357
+901,063
2935
$10.2M ﹤0.01%
484,718
+369,488
2936
$10.2M ﹤0.01%
332,904
+18,490
2937
$10.2M ﹤0.01%
1,280,257
-567,594
2938
$10.2M ﹤0.01%
277,265
+107,164
2939
$10.2M ﹤0.01%
137,819
+29,792
2940
$10.2M ﹤0.01%
131,448
-7,749
2941
$10.2M ﹤0.01%
91,926
-66,761
2942
$10.2M ﹤0.01%
378,554
-19,648
2943
$10.2M ﹤0.01%
352,251
+266,841
2944
$10.2M ﹤0.01%
174,897
+63,845
2945
$10.1M ﹤0.01%
116,326
+45,188
2946
$10.1M ﹤0.01%
290,980
+33,688
2947
$10.1M ﹤0.01%
67,297
+13,323
2948
$10.1M ﹤0.01%
849,005
-446,127
2949
$10.1M ﹤0.01%
2,660,373
-680,337
2950
$10M ﹤0.01%
139,468
+89,404
116 117
118
119 120