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
1601
$34.8M ﹤0.01%
759,459
+307,689
1602
$34.7M ﹤0.01%
1,776,754
-210,879
1603
$34.7M ﹤0.01%
1,880,605
+974,350
1604
$34.6M ﹤0.01%
1,536,333
+491,048
1605
$34.6M ﹤0.01%
349,104
-15,776
1606
$34.4M ﹤0.01%
1,742,663
+873,379
1607
$34.4M ﹤0.01%
318,438
+169,608
1608
$34.4M ﹤0.01%
365,365
+98,395
1609
$34.4M ﹤0.01%
1,905,873
+189,311
1610
$34.3M ﹤0.01%
1,378,275
+265,807
1611
$34.1M ﹤0.01%
600,916
+90,907
1612
$34.1M ﹤0.01%
658,215
+113,209
1613
$34.1M ﹤0.01%
2,026,382
-120,801
1614
$34.1M ﹤0.01%
330,981
-55,247
1615
$34.1M ﹤0.01%
440,345
-440,256
1616
$34.1M ﹤0.01%
876,656
+636,134
1617
$34M ﹤0.01%
3,922,778
+355,858
1618
$34M ﹤0.01%
349,600
+239,383
1619
$34M ﹤0.01%
1,028,473
+355,284
1620
$34M ﹤0.01%
722,850
-149,250
1621
$34M ﹤0.01%
370,382
+120,022
1622
$34M ﹤0.01%
1,013,276
-85,517
1623
$33.9M ﹤0.01%
3,157,380
+918,817
1624
$33.9M ﹤0.01%
61,668
+50,594
1625
$33.9M ﹤0.01%
860,025
+233,479
63 64
65
66 67