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
401
$306M 0.04%
2,583,243
-522,528
402
$305M 0.04%
1,882,808
+42,894
403
$305M 0.04%
8,902,508
+590,032
404
$301M 0.04%
5,715,897
+328,328
405
$300M 0.04%
2,665,455
+954,481
406
$299M 0.04%
12,137,142
+873,407
407
$299M 0.04%
9,338,446
+449,997
408
$298M 0.04%
11,236,538
+1,710,983
409
$298M 0.04%
6,200,354
+1,973,435
410
$297M 0.04%
3,831,253
+592,750
411
$296M 0.04%
1,370,422
+112,044
412
$296M 0.04%
3,197,205
-164,583
413
$295M 0.04%
11,355,676
+5,533,612
414
$295M 0.04%
1,110,885
+196,262
415
$295M 0.04%
1,600,341
+182,823
416
$295M 0.04%
3,431,904
-958,222
417
$294M 0.04%
1,956,877
-272,854
418
$294M 0.04%
18,838,329
+15,085,177
419
$293M 0.04%
1,177,464
+130,430
420
$293M 0.04%
6,609,174
+474,773
421
$292M 0.04%
3,228,333
+139,622
422
$290M 0.04%
4,816,101
+924,886
423
$290M 0.04%
3,944,715
+369,814
424
$289M 0.04%
12,223,558
+5,842,195
425
$287M 0.04%
1,971,482
-96,877
15 16
17
18 19