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
1726
$30.2M ﹤0.01%
755,648
-435,197
1727
$30.2M ﹤0.01%
11,433,025
-2,042,982
1728
$30.1M ﹤0.01%
1,701,145
+269,355
1729
$30.1M ﹤0.01%
1,166,565
+6,347
1730
$30.1M ﹤0.01%
420,086
+24,837
1731
$30M ﹤0.01%
585,935
+253,786
1732
$30M ﹤0.01%
2,100,205
+740,900
1733
$29.9M ﹤0.01%
1,248,905
+744,706
1734
$29.9M ﹤0.01%
1,127,566
+100,490
1735
$29.9M ﹤0.01%
1,864,630
+121,148
1736
$29.8M ﹤0.01%
643,127
+176,278
1737
$29.8M ﹤0.01%
899,062
+61,509
1738
$29.8M ﹤0.01%
2,060,036
-1,218,192
1739
$29.8M ﹤0.01%
497,369
+82,778
1740
$29.8M ﹤0.01%
1,257,869
+878,500
1741
$29.7M ﹤0.01%
116,001
+50,404
1742
$29.7M ﹤0.01%
3,750,219
+15,619
1743
$29.7M ﹤0.01%
295,789
-6,789
1744
$29.6M ﹤0.01%
1,666,759
+559,150
1745
$29.6M ﹤0.01%
202,863
-40,783
1746
$29.6M ﹤0.01%
316,921
+97,659
1747
$29.6M ﹤0.01%
340,335
+143,697
1748
$29.6M ﹤0.01%
141,125
+71,539
1749
$29.6M ﹤0.01%
1,339,270
+418,367
1750
$29.5M ﹤0.01%
326,041
+72,083
68 69
70
71 72