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
3076
$9.07M ﹤0.01%
905,200
-418,619
3077
$9.07M ﹤0.01%
451,855
-180,777
3078
$9.07M ﹤0.01%
440,425
-12,217
3079
$9.06M ﹤0.01%
100,250
-23,173
3080
$9.04M ﹤0.01%
178,537
+62,840
3081
$9M ﹤0.01%
384,346
-141,453
3082
$8.99M ﹤0.01%
947,474
-161,185
3083
$8.99M ﹤0.01%
421,274
+72,846
3084
$8.97M ﹤0.01%
252,737
+22,936
3085
$8.97M ﹤0.01%
351,690
+25,011
3086
$8.94M ﹤0.01%
2,292,652
-1,693,276
3087
$8.94M ﹤0.01%
355,209
+43,401
3088
$8.9M ﹤0.01%
386,877
+107,663
3089
$8.89M ﹤0.01%
603,064
+86,567
3090
$8.88M ﹤0.01%
279,841
+141,495
3091
$8.88M ﹤0.01%
119,238
+48,210
3092
$8.88M ﹤0.01%
169,488
+13,058
3093
$8.86M ﹤0.01%
1,328,931
+603,025
3094
$8.85M ﹤0.01%
913,309
+107,324
3095
$8.85M ﹤0.01%
133,133
-82,005
3096
$8.85M ﹤0.01%
185,426
+110,106
3097
$8.84M ﹤0.01%
54,888
+18,723
3098
$8.84M ﹤0.01%
115,530
+2,936
3099
$8.84M ﹤0.01%
437,826
+183,422
3100
$8.83M ﹤0.01%
179,699
-39,812
122 123
124
125 126