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
2126
$20.3M ﹤0.01%
567,631
+333,790
2127
$20.3M ﹤0.01%
1,117,063
+966,520
2128
$20.2M ﹤0.01%
393,625
+71,880
2129
$20.2M ﹤0.01%
1,212,299
+859,438
2130
$20.2M ﹤0.01%
778,207
+51,643
2131
$20.2M ﹤0.01%
493,823
-102,969
2132
$20.2M ﹤0.01%
258,766
-861,217
2133
$20.1M ﹤0.01%
216,030
+38,552
2134
$20.1M ﹤0.01%
264,859
+237,814
2135
$20.1M ﹤0.01%
474,386
+71,031
2136
$20M ﹤0.01%
899,708
+566,202
2137
$20M ﹤0.01%
358,123
+19,712
2138
$20M ﹤0.01%
3,526,301
+1,739,788
2139
$20M ﹤0.01%
177,349
-61,558
2140
$20M ﹤0.01%
2,098,470
-72,702
2141
$20M ﹤0.01%
925,626
-180,968
2142
$19.9M ﹤0.01%
232,607
+18,488
2143
$19.9M ﹤0.01%
406,744
+22,670
2144
$19.9M ﹤0.01%
862,722
+38,842
2145
$19.9M ﹤0.01%
335,091
+7,730
2146
$19.9M ﹤0.01%
680,746
+76,619
2147
$19.8M ﹤0.01%
528,770
+119,804
2148
$19.8M ﹤0.01%
120,223
+28,093
2149
$19.8M ﹤0.01%
212,833
+121,143
2150
$19.7M ﹤0.01%
727,205
+177,725
84 85
86
87 88