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
1476
$40.7M 0.01%
786,966
-143,135
1477
$40.7M 0.01%
2,404,565
-76,010
1478
$40.7M 0.01%
2,708,609
+598,034
1479
$40.7M 0.01%
689,333
+200,480
1480
$40.6M 0.01%
1,474,163
+1,440,932
1481
$40.6M 0.01%
438,236
-12,414
1482
$40.5M 0.01%
744,399
+72,867
1483
$40.4M 0.01%
292,767
+148,866
1484
$40.4M 0.01%
726,780
-179,482
1485
$40.2M 0.01%
736,290
+362,482
1486
$40.2M 0.01%
2,317,188
+85,032
1487
$40.1M 0.01%
3,510,041
+1,302,390
1488
$40M 0.01%
478,073
-449,125
1489
$39.9M 0.01%
882,792
+36,349
1490
$39.8M 0.01%
329,385
+9,668
1491
$39.8M 0.01%
807,788
-270,833
1492
$39.7M 0.01%
299,467
+165,887
1493
$39.6M 0.01%
472,047
+240,741
1494
$39.6M 0.01%
767,382
-441,090
1495
$39.5M 0.01%
2,080,944
+425,937
1496
$39.4M 0.01%
122,498
+28,096
1497
$39.4M 0.01%
464,506
-52,959
1498
$39.4M 0.01%
761,992
+6,508
1499
$39.3M 0.01%
808,142
+111,100
1500
$39.3M 0.01%
472,766
+20,906
58 59
60
61 62