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
1701
$31.3M ﹤0.01%
1,429,638
+586,991
1702
$31.3M ﹤0.01%
974,996
+100,615
1703
$31.2M ﹤0.01%
194,242
+142,390
1704
$31.1M ﹤0.01%
1,762,812
+23,651
1705
$31.1M ﹤0.01%
1,500,581
+279,682
1706
$31M ﹤0.01%
1,659,620
+71,740
1707
$31M ﹤0.01%
237,452
+26,623
1708
$30.9M ﹤0.01%
1,348,482
+73,254
1709
$30.9M ﹤0.01%
16,161
+1,150
1710
$30.9M ﹤0.01%
1,265,070
+194,265
1711
$30.9M ﹤0.01%
2,952,556
+428,676
1712
$30.8M ﹤0.01%
604,006
+22,520
1713
$30.8M ﹤0.01%
120,843
+69,174
1714
$30.8M ﹤0.01%
339,780
-16,068
1715
$30.7M ﹤0.01%
1,849,596
+1,770,888
1716
$30.7M ﹤0.01%
1,486,646
+133,958
1717
$30.7M ﹤0.01%
341,676
-145,139
1718
$30.6M ﹤0.01%
3,362,497
+1,107,181
1719
$30.6M ﹤0.01%
405,897
-127,552
1720
$30.5M ﹤0.01%
3,013,884
+257,470
1721
$30.5M ﹤0.01%
420,516
+26,807
1722
$30.5M ﹤0.01%
442,221
-852,987
1723
$30.4M ﹤0.01%
656,365
-480,478
1724
$30.3M ﹤0.01%
1,336,796
-64,330
1725
$30.3M ﹤0.01%
335,777
+43,784
67 68
69
70 71