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
1801
$27.9M ﹤0.01%
548,701
+287,955
1802
$27.9M ﹤0.01%
698,256
+124,522
1803
$27.9M ﹤0.01%
318,709
+121,767
1804
$27.8M ﹤0.01%
2,802,079
-315,497
1805
$27.8M ﹤0.01%
1,367,053
+6,262
1806
$27.8M ﹤0.01%
2,048,687
+389
1807
$27.8M ﹤0.01%
467,881
-90,107
1808
$27.7M ﹤0.01%
343,829
+101,548
1809
$27.7M ﹤0.01%
1,566,442
-208,034
1810
$27.6M ﹤0.01%
501,169
-252,819
1811
$27.6M ﹤0.01%
73,941
-2,028
1812
$27.6M ﹤0.01%
318,902
+250,966
1813
$27.6M ﹤0.01%
250,874
-22,998
1814
$27.6M ﹤0.01%
271,152
-18,162
1815
$27.6M ﹤0.01%
342,940
+26,759
1816
$27.6M ﹤0.01%
314,754
-2,200
1817
$27.6M ﹤0.01%
595,360
+281,166
1818
$27.6M ﹤0.01%
1,015,526
-14,278
1819
$27.5M ﹤0.01%
766,885
+705,078
1820
$27.5M ﹤0.01%
282,827
-86,759
1821
$27.5M ﹤0.01%
140,627
+34,813
1822
$27.5M ﹤0.01%
788,403
+78,791
1823
$27.5M ﹤0.01%
917,341
+27,874
1824
$27.4M ﹤0.01%
603,148
-90,797
1825
$27.4M ﹤0.01%
1,988,008
+183,834
71 72
73
74 75