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
1951
$24.1M ﹤0.01%
140,750
-8,965
1952
$24.1M ﹤0.01%
63,369
+16,065
1953
$24.1M ﹤0.01%
218,486
-5,178
1954
$24.1M ﹤0.01%
903,002
+902,788
1955
$24.1M ﹤0.01%
1,157,737
+82,483
1956
$24M ﹤0.01%
789,506
+483,933
1957
$24M ﹤0.01%
474,524
-516,625
1958
$24M ﹤0.01%
724,792
-382,656
1959
$24M ﹤0.01%
1,503,928
+31,605
1960
$23.9M ﹤0.01%
202,492
+74,615
1961
$23.8M ﹤0.01%
972,980
+74,542
1962
$23.8M ﹤0.01%
704,182
-121,987
1963
$23.8M ﹤0.01%
1,275,440
+439,904
1964
$23.8M ﹤0.01%
596,788
+183,539
1965
$23.7M ﹤0.01%
781,244
+501,931
1966
$23.7M ﹤0.01%
1,238,227
+431,140
1967
$23.7M ﹤0.01%
3,003,746
-3,195,922
1968
$23.7M ﹤0.01%
532,678
+105,520
1969
$23.6M ﹤0.01%
387,418
-56,084
1970
$23.6M ﹤0.01%
829,751
+267,684
1971
$23.6M ﹤0.01%
433,132
-36,219
1972
$23.6M ﹤0.01%
296,452
+14,670
1973
$23.6M ﹤0.01%
457,643
-70,819
1974
$23.6M ﹤0.01%
768,932
-152,210
1975
$23.6M ﹤0.01%
473,058
-38,094
77 78
79
80 81