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
1101
$67.6M 0.01%
2,251,155
+236,295
1102
$67.6M 0.01%
1,314,073
+422,514
1103
$67.5M 0.01%
2,593,353
+231,303
1104
$67.4M 0.01%
2,923,331
+973,551
1105
$67.3M 0.01%
1,355,962
-33,022
1106
$67.3M 0.01%
1,945,171
+241,419
1107
$67.3M 0.01%
1,657,681
-1,055,036
1108
$67.3M 0.01%
478,867
+9,654
1109
$67.2M 0.01%
354,403
+188,626
1110
$67.2M 0.01%
426,618
+91,460
1111
$67.1M 0.01%
1,606,128
-80,934
1112
$67.1M 0.01%
319,033
+110,115
1113
$67M 0.01%
886,926
-109,083
1114
$66.9M 0.01%
3,014,335
+397,673
1115
$66.8M 0.01%
2,615,252
+500,169
1116
$66.8M 0.01%
1,837,716
+193,787
1117
$66.7M 0.01%
1,085,457
+352,181
1118
$66.7M 0.01%
876,887
+399,216
1119
$66.6M 0.01%
1,502,658
+261,203
1120
$66.5M 0.01%
1,021,925
-307,432
1121
$66.4M 0.01%
974,401
+266,690
1122
$66.4M 0.01%
778,972
-65,627
1123
$66.2M 0.01%
654,754
+232,498
1124
$66.2M 0.01%
7,131,531
+564,150
1125
$66M 0.01%
2,402,927
-339,506
43 44
45
46 47