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
3901
$4.18M ﹤0.01%
219,490
-52,714
3902
$4.18M ﹤0.01%
216,658
-53,289
3903
$4.18M ﹤0.01%
1,198,210
+1,083,562
3904
$4.18M ﹤0.01%
68,869
+35,815
3905
$4.16M ﹤0.01%
58,876
-11,791
3906
$4.16M ﹤0.01%
727,683
+93,956
3907
$4.16M ﹤0.01%
96,288
+67,432
3908
$4.14M ﹤0.01%
132,728
+70,112
3909
$4.14M ﹤0.01%
38,700
-223
3910
$4.13M ﹤0.01%
97,941
-57
3911
$4.13M ﹤0.01%
172,373
+70,593
3912
$4.12M ﹤0.01%
296,208
+3,911
3913
$4.12M ﹤0.01%
123,159
+101,154
3914
$4.11M ﹤0.01%
60,119
+3,919
3915
$4.11M ﹤0.01%
136,487
+29,945
3916
$4.11M ﹤0.01%
205,346
+115,076
3917
$4.11M ﹤0.01%
1,086,201
+326,441
3918
$4.1M ﹤0.01%
+218,491
3919
$4.1M ﹤0.01%
999,693
-90,069
3920
$4.09M ﹤0.01%
211,630
+109,437
3921
$4.09M ﹤0.01%
320,798
+167,213
3922
$4.09M ﹤0.01%
945,984
-111,930
3923
$4.08M ﹤0.01%
1,368,475
+1,268,123
3924
$4.07M ﹤0.01%
81,170
+14,296
3925
$4.07M ﹤0.01%
80,518
-14,504
155 156
157
158 159