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
1876
$26M ﹤0.01%
846,328
+367,685
1877
$25.9M ﹤0.01%
804,730
+561,030
1878
$25.8M ﹤0.01%
946,670
-48,058
1879
$25.8M ﹤0.01%
1,173,368
+241,493
1880
$25.7M ﹤0.01%
276,550
+157,325
1881
$25.7M ﹤0.01%
423,504
+141,309
1882
$25.7M ﹤0.01%
174,846
+9,047
1883
$25.7M ﹤0.01%
484,814
+30,439
1884
$25.6M ﹤0.01%
666,832
+193,069
1885
$25.6M ﹤0.01%
636,701
-14,098
1886
$25.6M ﹤0.01%
557,163
+9,370
1887
$25.6M ﹤0.01%
1,186,573
+28,945
1888
$25.5M ﹤0.01%
483,332
-362,514
1889
$25.5M ﹤0.01%
2,825,255
+71,729
1890
$25.5M ﹤0.01%
550,488
+272,068
1891
$25.4M ﹤0.01%
381,646
+145,772
1892
$25.4M ﹤0.01%
876,272
+448,314
1893
$25.4M ﹤0.01%
450,063
+254,019
1894
$25.4M ﹤0.01%
2,044,621
-286,918
1895
$25.3M ﹤0.01%
1,471,774
+6,605
1896
$25.3M ﹤0.01%
831,098
+380,244
1897
$25.2M ﹤0.01%
324,696
+132,095
1898
$25.2M ﹤0.01%
87,528
-12,377
1899
$25.2M ﹤0.01%
323,112
+112,614
1900
$25.2M ﹤0.01%
968,404
-125,413
74 75
76
77 78