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
5001
$927K ﹤0.01%
437,666
+202,641
5002
$927K ﹤0.01%
133,270
+48,594
5003
$926K ﹤0.01%
16,350
-13,662
5004
$926K ﹤0.01%
9,209
-295
5005
$925K ﹤0.01%
46,391
+17,327
5006
$924K ﹤0.01%
64,472
+35,955
5007
$923K ﹤0.01%
62,553
+40,730
5008
$922K ﹤0.01%
45,550
+22,602
5009
$921K ﹤0.01%
92,540
+92,439
5010
$919K ﹤0.01%
+53,951
5011
$918K ﹤0.01%
180,440
+20,389
5012
$916K ﹤0.01%
30,521
+19,989
5013
$914K ﹤0.01%
83,977
-5,293
5014
$914K ﹤0.01%
2,015
-1,160
5015
$911K ﹤0.01%
+26,616
5016
$909K ﹤0.01%
193,083
-20,563
5017
$909K ﹤0.01%
64,033
+6,950
5018
$907K ﹤0.01%
8,056
-181
5019
$905K ﹤0.01%
60,220
+14,657
5020
$901K ﹤0.01%
21,465
-142,633
5021
$897K ﹤0.01%
31,779
+25,346
5022
$896K ﹤0.01%
26,492
+26,433
5023
$895K ﹤0.01%
13,359
-4,078
5024
$894K ﹤0.01%
130,336
-32,924
5025
$893K ﹤0.01%
59,501
-583
199 200
201
202 203