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
2101
$20.8M ﹤0.01%
1,580,198
-51,276
2102
$20.8M ﹤0.01%
2,044,681
+923,988
2103
$20.7M ﹤0.01%
1,114,588
+316,190
2104
$20.7M ﹤0.01%
1,231,635
+67,702
2105
$20.7M ﹤0.01%
1,690,762
+288,734
2106
$20.6M ﹤0.01%
564,429
+207,136
2107
$20.6M ﹤0.01%
676,484
+68,408
2108
$20.6M ﹤0.01%
1,143,908
+634,947
2109
$20.6M ﹤0.01%
209,531
+33,956
2110
$20.5M ﹤0.01%
652,742
-331,913
2111
$20.5M ﹤0.01%
428,600
+49,080
2112
$20.5M ﹤0.01%
199,030
+12,270
2113
$20.5M ﹤0.01%
2,000,000
2114
$20.5M ﹤0.01%
555,738
+319,372
2115
$20.4M ﹤0.01%
360,382
+6,652
2116
$20.4M ﹤0.01%
+3,147,975
2117
$20.4M ﹤0.01%
668,802
-1,244,022
2118
$20.4M ﹤0.01%
305,135
+107,465
2119
$20.4M ﹤0.01%
835,652
+192,602
2120
$20.4M ﹤0.01%
5,266,042
+1,192,011
2121
$20.4M ﹤0.01%
1,705,746
-1,325,723
2122
$20.4M ﹤0.01%
412,058
+20,238
2123
$20.3M ﹤0.01%
321,903
+54,375
2124
$20.3M ﹤0.01%
412,835
+79,387
2125
$20.3M ﹤0.01%
114,549
-2,088
83 84
85
86 87