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
976
$81.8M 0.01%
2,237,756
+1,280,070
977
$81.8M 0.01%
2,340,123
+27,511
978
$81.7M 0.01%
953,365
+321,423
979
$81.7M 0.01%
958,269
+331,519
980
$81.7M 0.01%
5,855,605
-493,782
981
$81.6M 0.01%
888,163
+132,276
982
$81.3M 0.01%
1,376,040
+1,011,975
983
$80.9M 0.01%
3,741,019
+2,015,378
984
$80.6M 0.01%
3,733,916
-89,775
985
$80.6M 0.01%
1,374,616
+611,396
986
$80.5M 0.01%
314,539
+111,943
987
$80.5M 0.01%
1,736,606
-19,062
988
$80.4M 0.01%
2,316,647
+574,073
989
$80.3M 0.01%
1,065,424
+42,925
990
$80.1M 0.01%
1,000,953
+228,788
991
$79.8M 0.01%
1,911,878
+504,083
992
$79.4M 0.01%
514,314
-64,753
993
$79.4M 0.01%
1,639,247
+462,156
994
$79.4M 0.01%
376,504
+226,167
995
$79.2M 0.01%
3,077,835
+50,094
996
$79.1M 0.01%
848,596
+37,204
997
$79.1M 0.01%
3,149,780
-261,947
998
$79.1M 0.01%
1,793,580
-57,571
999
$79M 0.01%
1,689,910
+1,161,143
1000
$78.8M 0.01%
2,286,053
-117,465
38 39
40
41 42