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
726
$127M 0.02%
8,807,222
+4,212,629
727
$127M 0.02%
1,141,797
+16,070
728
$126M 0.02%
1,096,882
+147,460
729
$126M 0.02%
2,112,496
+711,503
730
$126M 0.02%
5,830,455
+1,786,464
731
$126M 0.02%
1,132,199
-29,754
732
$125M 0.02%
1,809,667
-51,785
733
$125M 0.02%
1,949,113
-11,431
734
$125M 0.02%
968,113
+314,474
735
$125M 0.02%
1,135,879
-195,757
736
$125M 0.02%
1,747,090
+148,869
737
$124M 0.02%
2,800,043
-200,208
738
$124M 0.02%
1,132,112
-9,907
739
$124M 0.02%
7,262,691
+1,927,779
740
$124M 0.02%
3,408,377
+675,454
741
$124M 0.02%
1,681,444
+232,809
742
$124M 0.02%
6,443,319
+2,043,376
743
$123M 0.02%
2,026,449
-72,363
744
$122M 0.02%
901,246
+168,762
745
$122M 0.02%
2,088,372
-607,082
746
$121M 0.02%
1,042,257
+426,896
747
$121M 0.02%
5,361,248
-546,544
748
$121M 0.02%
838,762
+291,472
749
$121M 0.02%
614,054
-31,741
750
$120M 0.02%
1,631,607
-4,464
28 29
30
31 32