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
1851
$26.7M ﹤0.01%
718,992
+417,173
1852
$26.6M ﹤0.01%
1,414,903
+237,242
1853
$26.6M ﹤0.01%
1,494,647
+635,468
1854
$26.6M ﹤0.01%
431,227
+120,117
1855
$26.6M ﹤0.01%
633,955
-273,222
1856
$26.6M ﹤0.01%
202,467
+44,213
1857
$26.6M ﹤0.01%
343,473
+42,362
1858
$26.6M ﹤0.01%
430,796
+123,781
1859
$26.5M ﹤0.01%
55,920
-15,093
1860
$26.5M ﹤0.01%
821,849
+115,266
1861
$26.5M ﹤0.01%
264,654
-69,741
1862
$26.4M ﹤0.01%
167,721
+56,450
1863
$26.4M ﹤0.01%
1,963,336
+621,791
1864
$26.3M ﹤0.01%
708,520
+169,093
1865
$26.3M ﹤0.01%
960,181
+926,136
1866
$26.3M ﹤0.01%
439,153
+222,582
1867
$26.3M ﹤0.01%
725,356
+29,939
1868
$26.3M ﹤0.01%
132,833
+35,031
1869
$26.2M ﹤0.01%
793,882
+246,460
1870
$26.1M ﹤0.01%
241,157
-16,832
1871
$26.1M ﹤0.01%
854,164
+107,760
1872
$26.1M ﹤0.01%
716,121
+162,778
1873
$26.1M ﹤0.01%
289,534
+158,232
1874
$26M ﹤0.01%
855,023
-10,248
1875
$26M ﹤0.01%
183,038
+110,972