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
1551
$37.2M ﹤0.01%
390,098
+152,916
1552
$37.1M ﹤0.01%
1,122,710
+563,061
1553
$36.9M ﹤0.01%
1,230,731
+320,016
1554
$36.8M ﹤0.01%
327,236
+168,388
1555
$36.8M ﹤0.01%
3,544,885
-147,689
1556
$36.8M ﹤0.01%
975,141
-427,091
1557
$36.7M ﹤0.01%
+386,076
1558
$36.7M ﹤0.01%
275,057
-45,622
1559
$36.6M ﹤0.01%
950,176
-288,953
1560
$36.6M ﹤0.01%
413,446
+34,059
1561
$36.6M ﹤0.01%
3,339,909
-364,343
1562
$36.6M ﹤0.01%
1,080,922
+33,398
1563
$36.5M ﹤0.01%
1,099,904
+578,684
1564
$36.5M ﹤0.01%
664,360
-30,261
1565
$36.5M ﹤0.01%
1,884,049
+582,130
1566
$36.5M ﹤0.01%
+767,407
1567
$36.4M ﹤0.01%
888,720
+142,042
1568
$36.4M ﹤0.01%
136,345
+5,218
1569
$36.4M ﹤0.01%
1,435,314
+908,451
1570
$36.4M ﹤0.01%
593,733
+28,569
1571
$36.4M ﹤0.01%
1,360,760
+684,314
1572
$36.3M ﹤0.01%
1,153,140
+22,264
1573
$36.3M ﹤0.01%
+906,615
1574
$36.2M ﹤0.01%
3,039,421
+1,242,376
1575
$36.2M ﹤0.01%
530,044
+73,317
61 62
63
64 65