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
701
$132M 0.02%
1,634,564
+199,710
702
$132M 0.02%
546,122
+55,149
703
$132M 0.02%
2,350,260
-681,096
704
$132M 0.02%
5,065,208
+1,866,027
705
$132M 0.02%
974,029
-26,297
706
$132M 0.02%
2,175,245
+999,178
707
$131M 0.02%
1,705,650
+447,952
708
$131M 0.02%
894,528
+770,198
709
$131M 0.02%
1,004,668
-370,110
710
$131M 0.02%
4,996,041
-287,728
711
$130M 0.02%
6,778,905
+1,580,989
712
$130M 0.02%
863,591
+9,870
713
$130M 0.02%
841,517
-237,493
714
$129M 0.02%
4,813,564
+245,887
715
$129M 0.02%
3,055,300
+1,123,761
716
$129M 0.02%
1,020,698
+73,757
717
$129M 0.02%
410,857
-12,437
718
$129M 0.02%
8,947,462
+601,470
719
$129M 0.02%
853,651
+103,569
720
$128M 0.02%
2,478,634
-82,387
721
$128M 0.02%
1,600,866
+355,223
722
$128M 0.02%
1,279,061
-84
723
$128M 0.02%
1,599,123
+458,665
724
$127M 0.02%
1,613,861
+1,385,013
725
$127M 0.02%
6,456,464
+3,413,140
27 28
29
30 31