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
2276
$17.8M ﹤0.01%
275,001
+8,383
2277
$17.8M ﹤0.01%
100,492
-22,289
2278
$17.7M ﹤0.01%
969,740
-271,368
2279
$17.7M ﹤0.01%
145,561
+80,957
2280
$17.7M ﹤0.01%
322,179
+49,749
2281
$17.7M ﹤0.01%
119,053
+3,876
2282
$17.6M ﹤0.01%
376,357
+45,084
2283
$17.6M ﹤0.01%
1,789,695
+1,141,462
2284
$17.6M ﹤0.01%
941,352
+362,511
2285
$17.6M ﹤0.01%
751,747
+366,581
2286
$17.6M ﹤0.01%
135,875
+1,820
2287
$17.6M ﹤0.01%
155,475
+20,534
2288
$17.6M ﹤0.01%
665,748
-82,428
2289
$17.5M ﹤0.01%
519,033
-91,384
2290
$17.5M ﹤0.01%
536,993
+166,298
2291
$17.5M ﹤0.01%
965,843
+282,968
2292
$17.5M ﹤0.01%
1,378,614
+191,880
2293
$17.5M ﹤0.01%
1,917,238
-75,149
2294
$17.5M ﹤0.01%
167,678
-3,042
2295
$17.5M ﹤0.01%
333,950
+107,015
2296
$17.5M ﹤0.01%
233,858
+5,965
2297
$17.4M ﹤0.01%
471,700
-30,648
2298
$17.4M ﹤0.01%
333,743
+89,633
2299
$17.4M ﹤0.01%
565,727
+141,467
2300
$17.4M ﹤0.01%
7,319,932
+827,157
90 91
92
93 94