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
2951
$10M ﹤0.01%
961,530
+27,857
2952
$10M ﹤0.01%
903,202
-82,227
2953
$10M ﹤0.01%
495,279
+94,496
2954
$10M ﹤0.01%
258,996
+201
2955
$10M ﹤0.01%
181,991
-295,877
2956
$10M ﹤0.01%
1,534,171
+265,186
2957
$10M ﹤0.01%
79,038
+11,784
2958
$9.99M ﹤0.01%
2,497,062
+253,624
2959
$9.98M ﹤0.01%
440,694
-28,703
2960
$9.97M ﹤0.01%
215,564
+98,118
2961
$9.96M ﹤0.01%
422,972
+96,690
2962
$9.95M ﹤0.01%
134,064
+78,083
2963
$9.94M ﹤0.01%
752,215
+344,276
2964
$9.94M ﹤0.01%
549,936
-30,807
2965
$9.93M ﹤0.01%
461,535
+194,947
2966
$9.92M ﹤0.01%
534,632
+54,581
2967
$9.92M ﹤0.01%
218,727
+138,746
2968
$9.91M ﹤0.01%
311,228
+50,009
2969
$9.9M ﹤0.01%
242,496
-123,627
2970
$9.9M ﹤0.01%
152,233
+19,403
2971
$9.87M ﹤0.01%
1,059,482
+320,025
2972
$9.87M ﹤0.01%
175,768
-258
2973
$9.87M ﹤0.01%
+336,223
2974
$9.85M ﹤0.01%
95,734
+81,340
2975
$9.85M ﹤0.01%
49,365
+26,140
117 118
119
120 121