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
1451
$42.1M 0.01%
1,144,205
+43,965
1452
$42.1M 0.01%
444,022
+39,642
1453
$42M 0.01%
1,090,826
+209,815
1454
$41.9M 0.01%
801,241
-272,251
1455
$41.9M 0.01%
741,179
+73,639
1456
$41.7M 0.01%
312,836
+180,904
1457
$41.7M 0.01%
414,828
+407,754
1458
$41.7M 0.01%
1,679,123
-55,066
1459
$41.7M 0.01%
267,957
+133,810
1460
$41.7M 0.01%
64,672
+36,109
1461
$41.6M 0.01%
2,298,503
+667,064
1462
$41.5M 0.01%
1,112,089
+255,479
1463
$41.5M 0.01%
615,427
+195,532
1464
$41.4M 0.01%
711,983
+108,120
1465
$41.3M 0.01%
800,620
+232,628
1466
$41.2M 0.01%
32,997
+3,300
1467
$41.2M 0.01%
2,358,970
+770,240
1468
$41.2M 0.01%
215,594
+33,134
1469
$41.1M 0.01%
2,534,433
-341,083
1470
$41M 0.01%
4,351,911
-144,571
1471
$41M 0.01%
751,977
-16,610
1472
$40.8M 0.01%
256,434
+115,787
1473
$40.8M 0.01%
624,422
+229,549
1474
$40.8M 0.01%
671,235
+45,524
1475
$40.8M 0.01%
2,571,386
-492
57 58
59
60 61