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
1676
$32.3M ﹤0.01%
426,610
-3,988
1677
$32.2M ﹤0.01%
1,494,720
+456,435
1678
$32.2M ﹤0.01%
532,299
+140,195
1679
$32.1M ﹤0.01%
1,031,006
+2,849
1680
$32M ﹤0.01%
444,388
+264,177
1681
$31.9M ﹤0.01%
534,494
-62,100
1682
$31.9M ﹤0.01%
675,076
-190,573
1683
$31.9M ﹤0.01%
566,980
+529,738
1684
$31.8M ﹤0.01%
165,486
-65,268
1685
$31.8M ﹤0.01%
477,196
+22,352
1686
$31.8M ﹤0.01%
624,806
-6,066
1687
$31.8M ﹤0.01%
7,658
+5,598
1688
$31.7M ﹤0.01%
308,933
+92,767
1689
$31.7M ﹤0.01%
2,064,362
+165,875
1690
$31.6M ﹤0.01%
1,358,082
+47,690
1691
$31.6M ﹤0.01%
276,503
+91,445
1692
$31.6M ﹤0.01%
4,938,861
-760,146
1693
$31.6M ﹤0.01%
1,505,454
+339,730
1694
$31.5M ﹤0.01%
1,727,901
+564,285
1695
$31.5M ﹤0.01%
1,835,602
+562,547
1696
$31.5M ﹤0.01%
730,531
+668,756
1697
$31.5M ﹤0.01%
664,861
+123,175
1698
$31.4M ﹤0.01%
314,223
+4,382
1699
$31.4M ﹤0.01%
865,900
+773,350
1700
$31.3M ﹤0.01%
1,144,355
+46,285
66 67
68
69 70