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
2451
$15.5M ﹤0.01%
310,494
+178,175
2452
$15.5M ﹤0.01%
211,800
+71,553
2453
$15.5M ﹤0.01%
798,878
-2,842,960
2454
$15.4M ﹤0.01%
543,196
+102,596
2455
$15.4M ﹤0.01%
238,455
+113,956
2456
$15.4M ﹤0.01%
510,498
+244,343
2457
$15.4M ﹤0.01%
+150,000
2458
$15.4M ﹤0.01%
351,705
+45,233
2459
$15.4M ﹤0.01%
548,825
-85,804
2460
$15.4M ﹤0.01%
461,031
+45,285
2461
$15.4M ﹤0.01%
192,677
+84,340
2462
$15.4M ﹤0.01%
599,312
+357,664
2463
$15.4M ﹤0.01%
1,539,495
+9,850
2464
$15.3M ﹤0.01%
2,153,506
+441,817
2465
$15.3M ﹤0.01%
166,366
+81,968
2466
$15.3M ﹤0.01%
233,244
+89,277
2467
$15.3M ﹤0.01%
159,568
+62,074
2468
$15.3M ﹤0.01%
240,977
+35,411
2469
$15.3M ﹤0.01%
113,332
+7,866
2470
$15.3M ﹤0.01%
116,045
-10,127
2471
$15.2M ﹤0.01%
276,399
+10,373
2472
$15.2M ﹤0.01%
91,836
-44,355
2473
$15.2M ﹤0.01%
737,192
+14,430
2474
$15.2M ﹤0.01%
438,723
+12,427
2475
$15.2M ﹤0.01%
1,434,077
-609,655
97 98
99
100 101