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
1326
$48.9M 0.01%
10,439,160
+7,635,244
1327
$48.9M 0.01%
950,164
+173,680
1328
$48.8M 0.01%
1,610,771
+1,065,858
1329
$48.7M 0.01%
512,775
-209,416
1330
$48.7M 0.01%
169,793
+100,181
1331
$48.6M 0.01%
1,833,934
+907,578
1332
$48.6M 0.01%
1,818,822
-2,375,073
1333
$48.4M 0.01%
1,509,403
-420,527
1334
$48.3M 0.01%
2,647,576
+95,920
1335
$48.1M 0.01%
1,586,369
+39,507
1336
$48.1M 0.01%
4,172,692
+117,967
1337
$48M 0.01%
906,435
+78,687
1338
$48M 0.01%
1,418,744
+457,886
1339
$47.9M 0.01%
276,000
+18,041
1340
$47.9M 0.01%
745,821
-51,537
1341
$47.8M 0.01%
1,249,786
+210,233
1342
$47.7M 0.01%
582,033
+345,352
1343
$47.7M 0.01%
1,040,577
+10,971
1344
$47.5M 0.01%
3,094,069
+209,870
1345
$47.5M 0.01%
1,670,960
+188
1346
$47.4M 0.01%
1,276,440
+80,154
1347
$47.3M 0.01%
2,802,687
+298,148
1348
$47.2M 0.01%
1,157,568
+42,748
1349
$47.2M 0.01%
121,430
-5,879
1350
$47.1M 0.01%
535,446
+473,445
52 53
54
55 56