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
2151
$19.7M ﹤0.01%
916,917
+370,639
2152
$19.7M ﹤0.01%
1,140,113
+617,768
2153
$19.6M ﹤0.01%
1,294,999
-25,834
2154
$19.6M ﹤0.01%
314,441
+197,018
2155
$19.6M ﹤0.01%
424,927
+1,139
2156
$19.6M ﹤0.01%
166,323
+9,050
2157
$19.6M ﹤0.01%
539,066
-60,747
2158
$19.6M ﹤0.01%
2,028,555
+909,968
2159
$19.6M ﹤0.01%
534,221
+93,385
2160
$19.5M ﹤0.01%
231,169
+11,170
2161
$19.5M ﹤0.01%
753,470
-136,377
2162
$19.5M ﹤0.01%
527,428
+371,573
2163
$19.5M ﹤0.01%
664,436
+40,062
2164
$19.5M ﹤0.01%
2,062,047
+676,871
2165
$19.5M ﹤0.01%
170,789
+16,133
2166
$19.4M ﹤0.01%
2,095,108
+196,349
2167
$19.4M ﹤0.01%
111,470
-17,144
2168
$19.4M ﹤0.01%
1,668,763
+238,539
2169
$19.4M ﹤0.01%
1,317,827
+11,338
2170
$19.4M ﹤0.01%
4,152,995
+457,315
2171
$19.4M ﹤0.01%
484,562
+215,297
2172
$19.4M ﹤0.01%
439,183
+116,672
2173
$19.4M ﹤0.01%
3,352,339
+484,125
2174
$19.4M ﹤0.01%
615,162
+170,153
2175
$19.3M ﹤0.01%
276,484
+30,051
85 86
87
88 89