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
2051
$21.6M ﹤0.01%
250,600
-29,622
2052
$21.6M ﹤0.01%
802,930
+206,402
2053
$21.6M ﹤0.01%
281,584
-47,665
2054
$21.5M ﹤0.01%
255,846
+72,916
2055
$21.5M ﹤0.01%
1,534,575
+95,384
2056
$21.5M ﹤0.01%
215,037
-94,989
2057
$21.5M ﹤0.01%
1,302,480
+292,621
2058
$21.5M ﹤0.01%
114,817
+18,642
2059
$21.4M ﹤0.01%
1,083,341
-896
2060
$21.4M ﹤0.01%
816,334
+4,167
2061
$21.4M ﹤0.01%
4,029,042
+243,343
2062
$21.4M ﹤0.01%
152,124
+77,169
2063
$21.4M ﹤0.01%
413,655
-66,704
2064
$21.4M ﹤0.01%
317,446
+174,980
2065
$21.4M ﹤0.01%
601,239
+21,118
2066
$21.3M ﹤0.01%
174,419
+22,400
2067
$21.3M ﹤0.01%
2,089,970
+577,988
2068
$21.3M ﹤0.01%
300,240
+290,871
2069
$21.3M ﹤0.01%
232,334
+162,435
2070
$21.3M ﹤0.01%
106,223
+50,117
2071
$21.3M ﹤0.01%
674,756
+468,832
2072
$21.3M ﹤0.01%
87,650
-45,409
2073
$21.2M ﹤0.01%
357,277
+68,408
2074
$21.2M ﹤0.01%
866,050
+325,610
2075
$21.2M ﹤0.01%
1,384,382
+624,598
81 82
83
84 85