Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
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
SPDR S&P Biotech ETF
XBI
+$1.27B

Sector Composition

1 Technology 20.13%
2 Healthcare 9.79%
3 Consumer Discretionary 9.14%
4 Communication Services 9.07%
5 Financials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.74B 0.23%
7,421,497
-801,291
102
$1.71B 0.23%
24,162,402
+752,313
103
$1.69B 0.22%
14,085,185
+1,667,339
104
$1.69B 0.22%
18,737,506
+13,659,143
105
$1.68B 0.22%
31,279,000
-740,600
106
$1.68B 0.22%
14,534,854
+1,337,520
107
$1.68B 0.22%
13,708,198
+2,327,621
108
$1.67B 0.22%
33,182,594
+2,522,604
109
$1.65B 0.22%
11,167,873
-46,847
110
$1.64B 0.22%
9,916,986
+622,891
111
$1.64B 0.22%
24,515,244
-1,295,470
112
$1.63B 0.21%
64,457,000
+4,909,065
113
$1.61B 0.21%
20,863,893
+3,503,683
114
$1.61B 0.21%
13,000,437
+981,186
115
$1.6B 0.21%
10,637,029
+99,035
116
$1.6B 0.21%
45,175,053
+1,252,885
117
$1.55B 0.2%
42,315,785
-3,454,669
118
$1.53B 0.2%
4,044,680
+26,557
119
$1.53B 0.2%
27,235,326
+1,378,548
120
$1.52B 0.2%
18,422,335
+230,426
121
$1.52B 0.2%
19,228,265
-4,799,607
122
$1.5B 0.2%
12,678,422
-1,053,349
123
$1.49B 0.2%
9,601,835
+78,826
124
$1.46B 0.19%
3,100,096
+107,357
125
$1.46B 0.19%
6,079,640
-150,270
3 4
5
6 7