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
1376
$45.8M 0.01%
500,535
+362,771
1377
$45.8M 0.01%
606,567
+260,834
1378
$45.8M 0.01%
207,969
-43,831
1379
$45.7M 0.01%
289,527
-169,387
1380
$45.6M 0.01%
422,168
-11,488
1381
$45.5M 0.01%
2,046,534
+332,203
1382
$45.5M 0.01%
3,245,849
+104,015
1383
$45.4M 0.01%
1,339,073
+976,378
1384
$45.4M 0.01%
1,251,691
+145,052
1385
$45.4M 0.01%
1,384,406
+371,512
1386
$45.3M 0.01%
1,839,608
-187,824
1387
$45.3M 0.01%
1,758,519
+39,539
1388
$45.3M 0.01%
2,087,344
+244,177
1389
$45.2M 0.01%
538,151
+130,319
1390
$45.2M 0.01%
1,505,932
+383,379
1391
$45.2M 0.01%
1,591,141
-190,766
1392
$45.2M 0.01%
1,130,357
+1,067,679
1393
$45.2M 0.01%
581,539
+50,075
1394
$45.1M 0.01%
2,034,545
+225,662
1395
$45M 0.01%
4,027,886
+23,515
1396
$44.9M 0.01%
1,290,544
+592,395
1397
$44.8M 0.01%
7,050,187
-1,970,678
1398
$44.7M 0.01%
1,822,550
+969,280
1399
$44.5M 0.01%
2,887,683
-42,954
1400
$44.4M 0.01%
454,481
+12,827
54 55
56
57 58