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
1276
$52.3M 0.01%
842,321
+181,590
1277
$52.2M 0.01%
683,311
+19,767
1278
$52.1M 0.01%
1,403,902
-394,595
1279
$52M 0.01%
259,419
+106,593
1280
$51.9M 0.01%
829,133
-103,444
1281
$51.9M 0.01%
206,023
+2,655
1282
$51.9M 0.01%
1,684,661
-286,697
1283
$51.7M 0.01%
1,066,645
-668,528
1284
$51.7M 0.01%
1,092,084
+177,830
1285
$51.7M 0.01%
942,066
+99,762
1286
$51.5M 0.01%
1,909,308
+2,037
1287
$51.5M 0.01%
2,896,457
-2,946,540
1288
$51.4M 0.01%
738,866
+680,613
1289
$51.3M 0.01%
913,446
+13,870
1290
$51.3M 0.01%
925,685
-44,815
1291
$51.3M 0.01%
1,197,038
+94,525
1292
$51.1M 0.01%
1,853,525
-419,349
1293
$51.1M 0.01%
349,178
+125,980
1294
$51.1M 0.01%
532,360
+18,865
1295
$51M 0.01%
606,554
+20,387
1296
$51M 0.01%
2,285,569
+194,891
1297
$51M 0.01%
437,025
-239,234
1298
$50.8M 0.01%
1,836,133
+154,971
1299
$50.7M 0.01%
563,210
+331,277
1300
$50.7M 0.01%
881,088
+14,710
50 51
52
53 54