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
1576
$36.1M ﹤0.01%
272,145
-9,680
1577
$35.9M ﹤0.01%
782,277
-839,118
1578
$35.9M ﹤0.01%
1,575,834
-15,345
1579
$35.8M ﹤0.01%
662,365
+658,167
1580
$35.8M ﹤0.01%
3,134,985
+878,481
1581
$35.8M ﹤0.01%
335,135
-21,515
1582
$35.7M ﹤0.01%
772,782
-20,343
1583
$35.7M ﹤0.01%
4,083,712
+184,208
1584
$35.5M ﹤0.01%
1,143,291
+54,894
1585
$35.5M ﹤0.01%
7,843,462
+4,994,272
1586
$35.4M ﹤0.01%
371,961
+169,377
1587
$35.4M ﹤0.01%
3,093,925
-21,355
1588
$35.4M ﹤0.01%
292,575
+25,754
1589
$35.3M ﹤0.01%
1,951,549
+1,569,284
1590
$35.3M ﹤0.01%
2,604,247
+153,316
1591
$35.2M ﹤0.01%
213,234
-344,541
1592
$35.2M ﹤0.01%
1,322,344
+37,665
1593
$35.2M ﹤0.01%
711,898
+13,455
1594
$35.2M ﹤0.01%
225,092
+17,078
1595
$35.1M ﹤0.01%
13,779,953
+11,458,529
1596
$35.1M ﹤0.01%
308,906
+65,674
1597
$35.1M ﹤0.01%
2,955,916
-106,719
1598
$35M ﹤0.01%
3,240,046
+1,135,271
1599
$34.9M ﹤0.01%
950,221
+50,778
1600
$34.9M ﹤0.01%
99,385
-6,832
62 63
64
65 66