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
1526
$38.4M 0.01%
1,178,383
+480,140
1527
$38.3M 0.01%
2,651,524
+663,406
1528
$38.3M 0.01%
598,725
+7,792
1529
$38.3M 0.01%
1,158,115
+250,082
1530
$38.2M 0.01%
326,038
+41,347
1531
$38.2M 0.01%
196,844
+116,891
1532
$38.2M 0.01%
602,897
+86,352
1533
$38.1M 0.01%
180,707
+52,834
1534
$38M 0.01%
8,528,555
+312,986
1535
$38M 0.01%
281,726
+162,405
1536
$38M 0.01%
872,968
+616,180
1537
$37.9M 0.01%
333,641
+63,235
1538
$37.8M 0.01%
747,189
+361,931
1539
$37.8M 0.01%
2,571,175
-507,940
1540
$37.7M 0.01%
942,342
+76,976
1541
$37.6M 0.01%
344,109
+29,542
1542
$37.6M 0.01%
1,796,576
+97,743
1543
$37.6M 0.01%
3,281,831
+170,548
1544
$37.5M ﹤0.01%
2,431,130
-137,250
1545
$37.5M ﹤0.01%
1,293,774
+1,105,716
1546
$37.3M ﹤0.01%
147,525
+62,596
1547
$37.3M ﹤0.01%
581,910
-251,317
1548
$37.3M ﹤0.01%
119,447
+25,558
1549
$37.3M ﹤0.01%
1,420,872
-33,658
1550
$37.2M ﹤0.01%
461,685
+34,488
60 61
62
63 64