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
6001
$148K ﹤0.01%
+6,048
6002
$148K ﹤0.01%
2,254
-3,027
6003
$148K ﹤0.01%
516
+101
6004
$148K ﹤0.01%
3,318
+630
6005
$147K ﹤0.01%
5,878
-1,832
6006
$147K ﹤0.01%
3,275
+100
6007
$146K ﹤0.01%
+505
6008
$146K ﹤0.01%
101,457
-48,143
6009
$146K ﹤0.01%
4,680
+1,762
6010
$145K ﹤0.01%
14,373
6011
$144K ﹤0.01%
5,857
6012
$143K ﹤0.01%
8,158
+2,807
6013
$143K ﹤0.01%
2,309
+1,748
6014
$143K ﹤0.01%
9,526
+9,428
6015
$143K ﹤0.01%
5,123
+3,587
6016
$143K ﹤0.01%
7,625
+7,563
6017
$143K ﹤0.01%
+3,663
6018
$142K ﹤0.01%
19,652
+7,661
6019
$142K ﹤0.01%
7,610
+7,557
6020
$141K ﹤0.01%
14,113
+3,200
6021
$141K ﹤0.01%
1,551
+1,286
6022
$141K ﹤0.01%
1,663
+233
6023
$140K ﹤0.01%
1,037
-216
6024
$140K ﹤0.01%
13,865
-29,651
6025
$139K ﹤0.01%
6,047
+2,431
239 240
241
242 243