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
851
$98.2M 0.01%
9,270,288
-2,548,800
852
$98.1M 0.01%
+1,444,169
853
$98.1M 0.01%
1,356,347
-404,858
854
$98M 0.01%
1,874,818
-494,031
855
$98M 0.01%
855,778
+135,612
856
$97.6M 0.01%
4,070,553
-1,190,081
857
$97.4M 0.01%
1,530,665
+15,500
858
$97.4M 0.01%
807,711
-29,450
859
$97.3M 0.01%
752,974
-19,965
860
$97.3M 0.01%
2,784,304
+1,512,368
861
$97.2M 0.01%
1,825,943
+841,418
862
$97.1M 0.01%
1,893,996
+35,502
863
$97.1M 0.01%
665,278
-69,905
864
$97M 0.01%
1,278,093
-137,164
865
$96.4M 0.01%
3,342,786
+2,004,699
866
$96.2M 0.01%
2,789,227
+2,787,745
867
$95.9M 0.01%
2,377,541
+13,182
868
$95.8M 0.01%
550,529
+93,943
869
$95.8M 0.01%
1,600,038
+415,354
870
$95.7M 0.01%
889,920
-286,163
871
$95.7M 0.01%
348,614
+47,340
872
$95.6M 0.01%
753,293
-280,762
873
$95.5M 0.01%
1,507,958
+103,399
874
$95.5M 0.01%
163,847
+29,512
875
$95.4M 0.01%
1,272,549
+384,194
33 34
35
36 37