Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
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
SPDR S&P Biotech ETF
XBI
+$1.27B

Sector Composition

1 Technology 20.13%
2 Healthcare 9.79%
3 Consumer Discretionary 9.14%
4 Communication Services 9.07%
5 Financials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.74B 0.36%
31,145,385
+3,435,841
52
$2.68B 0.35%
17,340,384
+543,451
53
$2.66B 0.35%
12,135,673
+613,394
54
$2.64B 0.35%
32,079,065
-640,259
55
$2.61B 0.34%
48,263,840
+951,106
56
$2.55B 0.34%
10,402,399
-74,029
57
$2.45B 0.32%
6,221,935
+66,274
58
$2.45B 0.32%
10,040,932
+80,922
59
$2.45B 0.32%
6,185,105
+91,694
60
$2.44B 0.32%
23,302,417
+1,513,296
61
$2.42B 0.32%
17,974,960
+429,480
62
$2.41B 0.32%
58,424,354
-4,376,254
63
$2.37B 0.31%
10,440,276
-1,160,424
64
$2.34B 0.31%
7,421,596
+3,339,317
65
$2.33B 0.31%
40,850,065
+3,998,777
66
$2.32B 0.31%
4,545,248
-1,586
67
$2.31B 0.3%
29,235,157
+1,487,797
68
$2.3B 0.3%
41,107,351
-703,461
69
$2.26B 0.3%
8,246,832
+2,307,258
70
$2.23B 0.29%
9,404,375
+1,356,305
71
$2.17B 0.29%
12,189,528
+1,269,171
72
$2.16B 0.28%
21,168,340
-2,465,961
73
$2.13B 0.28%
18,944,687
+214,425
74
$2.13B 0.28%
29,258,572
+304,151
75
$2.12B 0.28%
18,749,000
-359,274
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3
4 5