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
1201
$58.3M 0.01%
1,528,826
-4,078
1202
$58.2M 0.01%
1,362,222
+243,187
1203
$58M 0.01%
753,343
+509,173
1204
$58M 0.01%
697,529
+40,102
1205
$58M 0.01%
320,681
+51,744
1206
$57.9M 0.01%
1,001,687
+186,969
1207
$57.8M 0.01%
1,540,643
+74,894
1208
$57.7M 0.01%
442,634
+90,916
1209
$57.5M 0.01%
3,384,738
+992,149
1210
$57.5M 0.01%
3,352,459
+430,958
1211
$57.5M 0.01%
1,703,451
+717,718
1212
$57.3M 0.01%
261,658
-133,664
1213
$57.2M 0.01%
351,153
+138,577
1214
$57.2M 0.01%
294,916
+129,958
1215
$57.1M 0.01%
603,738
+170,027
1216
$57M 0.01%
4,533,841
+1,562,564
1217
$56.9M 0.01%
998,298
+11,111
1218
$56.8M 0.01%
+1,134,667
1219
$56.8M 0.01%
556,946
+282,939
1220
$56.8M 0.01%
1,543,979
+179,202
1221
$56.7M 0.01%
1,847,587
+70,316
1222
$56.5M 0.01%
134,839
+90,288
1223
$56.4M 0.01%
1,734,873
+50,461
1224
$56.4M 0.01%
2,933,510
-370,977
1225
$56.3M 0.01%
155,018
+23,571
47 48
49
50 51