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
1901
$25.1M ﹤0.01%
338,769
-74,516
1902
$25.1M ﹤0.01%
648,029
+129,780
1903
$25.1M ﹤0.01%
291,923
+154,357
1904
$25.1M ﹤0.01%
562,215
+227,750
1905
$25M ﹤0.01%
1,246,026
+355,724
1906
$25M ﹤0.01%
525,891
+188,984
1907
$25M ﹤0.01%
270,308
+83,422
1908
$25M ﹤0.01%
2,811,269
+2,667,609
1909
$25M ﹤0.01%
641,214
-179,291
1910
$24.9M ﹤0.01%
258,637
+48,491
1911
$24.9M ﹤0.01%
762,744
-1,226,108
1912
$24.9M ﹤0.01%
392,380
-118,590
1913
$24.9M ﹤0.01%
254,972
+124,585
1914
$24.9M ﹤0.01%
267,846
+88,591
1915
$24.9M ﹤0.01%
307,577
+110,426
1916
$24.8M ﹤0.01%
1,203,000
-107,632
1917
$24.8M ﹤0.01%
1,191,958
+1,185,598
1918
$24.8M ﹤0.01%
531,583
-74,848
1919
$24.7M ﹤0.01%
943,899
+244,180
1920
$24.7M ﹤0.01%
1,645,027
-665,923
1921
$24.7M ﹤0.01%
81,674
+450
1922
$24.7M ﹤0.01%
611,555
-84,599
1923
$24.7M ﹤0.01%
1,545,480
+159,858
1924
$24.6M ﹤0.01%
1,768,727
-168,987
1925
$24.6M ﹤0.01%
348,147
+29,993
75 76
77
78 79