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
1126
$66M 0.01%
343,308
+121,047
1127
$65.8M 0.01%
1,180,570
+490,768
1128
$65.5M 0.01%
1,475,324
+634,566
1129
$65.4M 0.01%
1,063,891
+187,441
1130
$65.3M 0.01%
1,487,883
+190,830
1131
$65.2M 0.01%
4,151,539
+279,379
1132
$65M 0.01%
849,128
+302,631
1133
$64.8M 0.01%
1,898,376
+183,022
1134
$64.6M 0.01%
1,335,451
+429,433
1135
$64.5M 0.01%
1,896,851
+36,393
1136
$64.4M 0.01%
1,081,518
-7,970
1137
$64.3M 0.01%
897,438
+12,105
1138
$64.3M 0.01%
914,592
+37,510
1139
$64.2M 0.01%
1,388,688
+930,144
1140
$64.2M 0.01%
741,519
-49,229
1141
$63.9M 0.01%
1,206,479
+45,540
1142
$63.8M 0.01%
594,229
+349,910
1143
$63.7M 0.01%
384,121
-238,458
1144
$63.6M 0.01%
1,872,588
+102,394
1145
$63.4M 0.01%
2,551,206
-23,495
1146
$63.2M 0.01%
1,018,489
+877,373
1147
$63.1M 0.01%
1,649,637
+280,737
1148
$63.1M 0.01%
1,513,158
+24,668
1149
$63M 0.01%
692,684
+185,443
1150
$62.9M 0.01%
2,993,983
+53,631
44 45
46
47 48