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
2976
$9.83M ﹤0.01%
180,432
+71,292
2977
$9.81M ﹤0.01%
116,526
+3,974
2978
$9.81M ﹤0.01%
300,196
+257,252
2979
$9.8M ﹤0.01%
664,503
+101,825
2980
$9.79M ﹤0.01%
192,748
+47,442
2981
$9.79M ﹤0.01%
108,396
+8,138
2982
$9.79M ﹤0.01%
105,224
+2,184
2983
$9.78M ﹤0.01%
152,629
-105,679
2984
$9.78M ﹤0.01%
+125,106
2985
$9.78M ﹤0.01%
52,265
+51,721
2986
$9.78M ﹤0.01%
234,983
+19,134
2987
$9.77M ﹤0.01%
107,231
+54,276
2988
$9.77M ﹤0.01%
333,254
+196,442
2989
$9.76M ﹤0.01%
+487,322
2990
$9.76M ﹤0.01%
727,673
+48,777
2991
$9.76M ﹤0.01%
159,159
-103,773
2992
$9.76M ﹤0.01%
476,852
+409,276
2993
$9.76M ﹤0.01%
623,724
-135,176
2994
$9.75M ﹤0.01%
306,866
-78,863
2995
$9.75M ﹤0.01%
2,288,531
-2,435,031
2996
$9.74M ﹤0.01%
159,598
-143,397
2997
$9.74M ﹤0.01%
351,291
+345,837
2998
$9.74M ﹤0.01%
2,109,291
+1,794,687
2999
$9.73M ﹤0.01%
2,086,173
-5,966,314
3000
$9.73M ﹤0.01%
71,734
+23,675