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
1826
$27.3M ﹤0.01%
1,464,636
-267,798
1827
$27.3M ﹤0.01%
751,857
-32,617
1828
$27.3M ﹤0.01%
294,989
-8,756
1829
$27.3M ﹤0.01%
786,403
+515,159
1830
$27.2M ﹤0.01%
180,485
+96,034
1831
$27.1M ﹤0.01%
741,687
+75,073
1832
$27.1M ﹤0.01%
609,277
+203,589
1833
$27.1M ﹤0.01%
663,263
+225,202
1834
$27M ﹤0.01%
650,461
-149,863
1835
$27M ﹤0.01%
716,853
-790,797
1836
$27M ﹤0.01%
543,862
+25,436
1837
$26.9M ﹤0.01%
462,902
+270,233
1838
$26.9M ﹤0.01%
261,883
+79,671
1839
$26.9M ﹤0.01%
1,636,052
+984,604
1840
$26.9M ﹤0.01%
952,472
+18,085
1841
$26.8M ﹤0.01%
294,118
+38,908
1842
$26.8M ﹤0.01%
515,592
+99,027
1843
$26.8M ﹤0.01%
562,018
+538,456
1844
$26.8M ﹤0.01%
880,990
+106,978
1845
$26.8M ﹤0.01%
282,742
+183,007
1846
$26.8M ﹤0.01%
777,544
+571,667
1847
$26.7M ﹤0.01%
+82,342
1848
$26.7M ﹤0.01%
563,816
+209,486
1849
$26.7M ﹤0.01%
450,902
-814,840
1850
$26.7M ﹤0.01%
933,266
+196,796
72 73
74
75 76