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
2351
$16.7M ﹤0.01%
934,208
+29,729
2352
$16.7M ﹤0.01%
23,989
-223
2353
$16.7M ﹤0.01%
245,218
+81,768
2354
$16.7M ﹤0.01%
1,410,082
-309,836
2355
$16.6M ﹤0.01%
255,131
+43,238
2356
$16.6M ﹤0.01%
975,510
+125,944
2357
$16.6M ﹤0.01%
178,144
+82,802
2358
$16.6M ﹤0.01%
1,649,426
-877,475
2359
$16.6M ﹤0.01%
647,324
+367,241
2360
$16.6M ﹤0.01%
327,629
+144,589
2361
$16.6M ﹤0.01%
755,384
-303,602
2362
$16.6M ﹤0.01%
17,479
-4,188
2363
$16.6M ﹤0.01%
260,535
+91,326
2364
$16.6M ﹤0.01%
454,770
+13,727
2365
$16.5M ﹤0.01%
82,272
+15,299
2366
$16.5M ﹤0.01%
246,822
+49,053
2367
$16.5M ﹤0.01%
2,001,865
+1,176,821
2368
$16.5M ﹤0.01%
352,607
+60,646
2369
$16.5M ﹤0.01%
3,902,008
-14,365
2370
$16.5M ﹤0.01%
482,992
-51,683
2371
$16.4M ﹤0.01%
247,564
+37,859
2372
$16.4M ﹤0.01%
770,166
+230,330
2373
$16.4M ﹤0.01%
796,741
-17,311
2374
$16.4M ﹤0.01%
1,007,303
+88,985
2375
$16.4M ﹤0.01%
2,900,823
-1,179,752
93 94
95
96 97