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
4926
$1.05M ﹤0.01%
5,386
+5,057
4927
$1.05M ﹤0.01%
348,635
+152,934
4928
$1.05M ﹤0.01%
18,255
+4,309
4929
$1.05M ﹤0.01%
231,733
+96,810
4930
$1.04M ﹤0.01%
29,083
-283
4931
$1.04M ﹤0.01%
103,713
+84,960
4932
$1.04M ﹤0.01%
77,900
-8,724
4933
$1.04M ﹤0.01%
30,344
-1,587
4934
$1.04M ﹤0.01%
368,296
+126,888
4935
$1.04M ﹤0.01%
91,747
+75,372
4936
$1.04M ﹤0.01%
242,843
-521,664
4937
$1.03M ﹤0.01%
295,421
-89,648
4938
$1.03M ﹤0.01%
56,598
+3,794
4939
$1.03M ﹤0.01%
154,011
-357,815
4940
$1.03M ﹤0.01%
16,690
+11,843
4941
$1.02M ﹤0.01%
5,015
+4,970
4942
$1.02M ﹤0.01%
15,816
+6,568
4943
$1.02M ﹤0.01%
50,160
+26,106
4944
$1.02M ﹤0.01%
385
+374
4945
$1.02M ﹤0.01%
100,112
+99,283
4946
$1.02M ﹤0.01%
42,121
-3,156
4947
$1.02M ﹤0.01%
46,172
+5,714
4948
$1.02M ﹤0.01%
92,536
+79,591
4949
$1.02M ﹤0.01%
149,659
-87,143
4950
$1.01M ﹤0.01%
305,157
+19,061
196 197
198
199 200