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
501
$228M 0.03%
6,121,375
+296,154
502
$226M 0.03%
3,931,491
-730,711
503
$226M 0.03%
925,654
+123,111
504
$224M 0.03%
2,319,025
+127,442
505
$224M 0.03%
4,986,084
-36,340
506
$222M 0.03%
1,744,660
-169,931
507
$221M 0.03%
3,979,422
-862,052
508
$221M 0.03%
4,373,160
+1,027,195
509
$220M 0.03%
3,942,509
-330,497
510
$220M 0.03%
1,455,999
-1,009,029
511
$219M 0.03%
21,450,159
+654,479
512
$218M 0.03%
7,543,777
+2,548,163
513
$217M 0.03%
1,450,706
+390,974
514
$217M 0.03%
7,185,166
+954,717
515
$217M 0.03%
4,764,318
+713,283
516
$216M 0.03%
4,251,791
+221,653
517
$216M 0.03%
9,753,722
+3,602,942
518
$216M 0.03%
2,197,776
+275,137
519
$215M 0.03%
2,760,170
-9,539,025
520
$215M 0.03%
6,695,661
-882,402
521
$215M 0.03%
1,992,147
+123,764
522
$215M 0.03%
2,759,334
+406,334
523
$213M 0.03%
1,257,200
+76,669
524
$213M 0.03%
337,660
+46,410
525
$211M 0.03%
17,268,705
+1,509,289
19 20
21
22 23