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
2001
$22.9M ﹤0.01%
269,077
+50,047
2002
$22.8M ﹤0.01%
291,061
+11,700
2003
$22.8M ﹤0.01%
1,363,904
+771,289
2004
$22.8M ﹤0.01%
708,026
-9,466
2005
$22.8M ﹤0.01%
1,392,062
-94,096
2006
$22.7M ﹤0.01%
410,946
+40,277
2007
$22.7M ﹤0.01%
386,297
-14,299
2008
$22.6M ﹤0.01%
142,222
-4,813
2009
$22.6M ﹤0.01%
4,523,351
+780,612
2010
$22.6M ﹤0.01%
406,912
+91,577
2011
$22.6M ﹤0.01%
2,544,809
+1,782,248
2012
$22.6M ﹤0.01%
499,896
+134,672
2013
$22.6M ﹤0.01%
112,718
-29,545
2014
$22.6M ﹤0.01%
1,676,290
-799,232
2015
$22.5M ﹤0.01%
762,456
+611,991
2016
$22.5M ﹤0.01%
368,460
+226,835
2017
$22.5M ﹤0.01%
583,684
+178,751
2018
$22.5M ﹤0.01%
232,475
-2,056
2019
$22.4M ﹤0.01%
1,930,013
-438,248
2020
$22.4M ﹤0.01%
1,563,131
+61,762
2021
$22.4M ﹤0.01%
1,060,396
+658,801
2022
$22.4M ﹤0.01%
449,084
+317,286
2023
$22.3M ﹤0.01%
548,339
+393,836
2024
$22.3M ﹤0.01%
219,738
+15,748
2025
$22.3M ﹤0.01%
169,454
+107,096
79 80
81
82 83