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
2401
$16M ﹤0.01%
11,355,588
+6,606,073
2402
$16M ﹤0.01%
141,818
+99,131
2403
$16M ﹤0.01%
170,305
+49,873
2404
$16M ﹤0.01%
354,806
+200,302
2405
$16M ﹤0.01%
222,652
-273,695
2406
$15.9M ﹤0.01%
395,554
+258,039
2407
$15.9M ﹤0.01%
473,595
+270,183
2408
$15.9M ﹤0.01%
124,274
+5,712
2409
$15.9M ﹤0.01%
679,795
+70,552
2410
$15.9M ﹤0.01%
834,886
+777,389
2411
$15.9M ﹤0.01%
619,126
-29,341
2412
$15.9M ﹤0.01%
108,892
+38,002
2413
$15.8M ﹤0.01%
476,212
+72,950
2414
$15.8M ﹤0.01%
666,560
+297,434
2415
$15.8M ﹤0.01%
1,383,171
-71,059
2416
$15.8M ﹤0.01%
202,213
+1,010
2417
$15.8M ﹤0.01%
4,821,958
+34,845
2418
$15.8M ﹤0.01%
1,576,991
-133,807
2419
$15.8M ﹤0.01%
467,442
-744,198
2420
$15.8M ﹤0.01%
968,593
+84,040
2421
$15.7M ﹤0.01%
466,780
+40,487
2422
$15.7M ﹤0.01%
206,282
+105,209
2423
$15.7M ﹤0.01%
802,091
+148,800
2424
$15.7M ﹤0.01%
1,563,364
-153,098
2425
$15.7M ﹤0.01%
284,768
-79,626
95 96
97
98 99