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
2226
$18.7M ﹤0.01%
379,931
+169,617
2227
$18.6M ﹤0.01%
130,671
-3,823
2228
$18.6M ﹤0.01%
294,408
-43,393
2229
$18.6M ﹤0.01%
381,629
-104,618
2230
$18.6M ﹤0.01%
859,758
+31,302
2231
$18.6M ﹤0.01%
433,905
+73,371
2232
$18.5M ﹤0.01%
1,122,815
-20,924
2233
$18.5M ﹤0.01%
353,626
+35,681
2234
$18.5M ﹤0.01%
1,214,452
-808,697
2235
$18.5M ﹤0.01%
550,085
+85,168
2236
$18.5M ﹤0.01%
96,927
-45,338
2237
$18.4M ﹤0.01%
462,011
-58,007
2238
$18.4M ﹤0.01%
219,259
+44,800
2239
$18.4M ﹤0.01%
929,960
+226,743
2240
$18.4M ﹤0.01%
312,220
+65,850
2241
$18.4M ﹤0.01%
665,666
-230,931
2242
$18.4M ﹤0.01%
689,756
+66,209
2243
$18.4M ﹤0.01%
230,215
+43,842
2244
$18.4M ﹤0.01%
494,449
+244,936
2245
$18.4M ﹤0.01%
1,468,950
+55,815
2246
$18.4M ﹤0.01%
118,833
-71,416
2247
$18.3M ﹤0.01%
429,241
+77,787
2248
$18.3M ﹤0.01%
455,455
+207,841
2249
$18.2M ﹤0.01%
769,261
-296,233
2250
$18.2M ﹤0.01%
751,458
-150,483
88 89
90
91 92