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
1226
$56.2M 0.01%
1,585,856
+84,207
1227
$56.2M 0.01%
656,232
-1,152
1228
$56.2M 0.01%
7,558,478
+703,469
1229
$56.1M 0.01%
1,123,708
+344,459
1230
$55.9M 0.01%
893,383
-302,719
1231
$55.9M 0.01%
2,490,081
+717,546
1232
$55.8M 0.01%
1,311,243
+277,728
1233
$55.8M 0.01%
421,968
+31,110
1234
$55.8M 0.01%
227,257
+76,141
1235
$55.5M 0.01%
1,185,374
+289,708
1236
$55.4M 0.01%
963,896
+246,897
1237
$55.3M 0.01%
1,295,396
-276,452
1238
$55.2M 0.01%
684,964
+464,666
1239
$55.1M 0.01%
936,129
+99,681
1240
$55M 0.01%
1,031,720
+153,270
1241
$54.9M 0.01%
360,230
-37,619
1242
$54.8M 0.01%
1,469,927
+178,356
1243
$54.8M 0.01%
473,712
-118,666
1244
$54.7M 0.01%
1,652,744
-2,223
1245
$54.7M 0.01%
1,201,727
-121,129
1246
$54.7M 0.01%
715,940
-84,562
1247
$54.7M 0.01%
453,937
-188,040
1248
$54.6M 0.01%
1,360,695
+446,127
1249
$54.6M 0.01%
2,794,162
+269,519
1250
$54.5M 0.01%
676,662
+386,663
48 49
50
51 52