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
1626
$33.8M ﹤0.01%
599,743
+60,565
1627
$33.8M ﹤0.01%
431,032
-31,128
1628
$33.8M ﹤0.01%
1,508,824
+192,367
1629
$33.7M ﹤0.01%
+849,500
1630
$33.6M ﹤0.01%
1,559,045
+25,842
1631
$33.6M ﹤0.01%
369,070
+31,465
1632
$33.6M ﹤0.01%
473,365
+404,999
1633
$33.6M ﹤0.01%
296,335
+105,328
1634
$33.6M ﹤0.01%
945,616
-46,348
1635
$33.5M ﹤0.01%
639,448
+12,725
1636
$33.5M ﹤0.01%
280,068
+72,516
1637
$33.4M ﹤0.01%
362,461
-195,739
1638
$33.4M ﹤0.01%
2,105,044
-26,500
1639
$33.4M ﹤0.01%
197,033
+39,333
1640
$33.3M ﹤0.01%
613,564
+292,317
1641
$33.3M ﹤0.01%
575,496
-685,003
1642
$33.2M ﹤0.01%
793,986
+67,172
1643
$33.2M ﹤0.01%
879,990
+126,317
1644
$33.2M ﹤0.01%
1,273,020
-161,862
1645
$33.2M ﹤0.01%
+581,834
1646
$33.1M ﹤0.01%
234,381
+87,171
1647
$33M ﹤0.01%
1,268,508
-165,328
1648
$33M ﹤0.01%
3,085,839
-766,738
1649
$33M ﹤0.01%
772,312
+135,615
1650
$33M ﹤0.01%
979,688
+294,036
64 65
66
67 68