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
2251
$18.2M ﹤0.01%
125,080
+15,694
2252
$18.1M ﹤0.01%
268,864
-63,751
2253
$18.1M ﹤0.01%
466,828
+204,340
2254
$18.1M ﹤0.01%
82,584
+15,444
2255
$18.1M ﹤0.01%
531,122
-63,719
2256
$18.1M ﹤0.01%
1,110,748
+111,608
2257
$18.1M ﹤0.01%
246,497
+24,188
2258
$18.1M ﹤0.01%
312,616
+186,096
2259
$18.1M ﹤0.01%
144,871
+40,536
2260
$18.1M ﹤0.01%
339,848
+214,538
2261
$18M ﹤0.01%
301,390
+89,934
2262
$18M ﹤0.01%
1,188,602
+433,375
2263
$18M ﹤0.01%
179,384
+25,635
2264
$17.9M ﹤0.01%
130,415
+42,283
2265
$17.9M ﹤0.01%
522,321
-18,325
2266
$17.9M ﹤0.01%
1,038,392
-632,730
2267
$17.9M ﹤0.01%
293,084
+58,634
2268
$17.9M ﹤0.01%
1,353,199
-12,506
2269
$17.9M ﹤0.01%
346,468
-75,208
2270
$17.9M ﹤0.01%
421,176
+88,797
2271
$17.8M ﹤0.01%
437,805
+46,650
2272
$17.8M ﹤0.01%
2,469,341
-1,503,150
2273
$17.8M ﹤0.01%
845,207
+51,965
2274
$17.8M ﹤0.01%
144,414
+66,393
2275
$17.8M ﹤0.01%
718,727
+81,701
89 90
91
92 93