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
1076
$69.6M 0.01%
833,281
+62,614
1077
$69.4M 0.01%
378,675
+319,329
1078
$69.2M 0.01%
1,442,374
+550,495
1079
$69.1M 0.01%
137,450
+41,850
1080
$69.1M 0.01%
602,816
-217,049
1081
$69.1M 0.01%
1,421,093
+422,883
1082
$69.1M 0.01%
1,029,878
-25,218
1083
$69.1M 0.01%
475,221
+60,944
1084
$68.8M 0.01%
1,707,717
+739,082
1085
$68.7M 0.01%
398,321
+184,430
1086
$68.7M 0.01%
5,051,158
+1,456,019
1087
$68.7M 0.01%
2,604,701
+128,365
1088
$68.6M 0.01%
5,466,569
+189,660
1089
$68.6M 0.01%
1,049,492
+88,796
1090
$68.5M 0.01%
147,851
+39,604
1091
$68.4M 0.01%
666,696
-505,492
1092
$68.3M 0.01%
754,627
+407,330
1093
$68.2M 0.01%
491,250
+10,967
1094
$68.2M 0.01%
3,972,408
+1,962,007
1095
$68.1M 0.01%
2,329,095
+37,301
1096
$68.1M 0.01%
916,880
-235,954
1097
$68.1M 0.01%
842,151
+149,976
1098
$68M 0.01%
957,966
+540,505
1099
$67.9M 0.01%
468,049
-194,791
1100
$67.8M 0.01%
2,115,075
-39,925
42 43
44
45 46