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
1051
$72.3M 0.01%
1,633,912
+104,672
1052
$71.8M 0.01%
770,412
-115,849
1053
$71.8M 0.01%
1,831,767
+107,381
1054
$71.8M 0.01%
320,572
-156,225
1055
$71.7M 0.01%
1,106,494
-47,616
1056
$71.5M 0.01%
5,098,648
+149,146
1057
$71.5M 0.01%
1,532,496
-1,262,527
1058
$71.4M 0.01%
4,129,534
+382,757
1059
$71.3M 0.01%
1,222,384
+51,221
1060
$71.3M 0.01%
1,806,827
+653,359
1061
$71.2M 0.01%
2,082,288
+193,753
1062
$71M 0.01%
780,706
+35,390
1063
$71M 0.01%
405,915
-50
1064
$70.7M 0.01%
1,833,587
+753,644
1065
$70.6M 0.01%
1,316,751
+76,633
1066
$70.6M 0.01%
1,205,558
+184,322
1067
$70.6M 0.01%
753,642
+76,061
1068
$70.5M 0.01%
3,656,685
+170,830
1069
$70.4M 0.01%
1,486,686
-901,723
1070
$70.4M 0.01%
1,706,387
+1,565,102
1071
$70.3M 0.01%
10,735,097
+1,030,149
1072
$70.3M 0.01%
3,051,467
+225,710
1073
$70.2M 0.01%
1,163,799
+437,564
1074
$70.2M 0.01%
3,220,476
-3,268,485
1075
$69.9M 0.01%
1,228,966
+267,539
41 42
43
44 45