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 9.08%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
7076
$9K ﹤0.01%
+9,010
7077
$9K ﹤0.01%
890
7078
$9K ﹤0.01%
+9,473
7079
$9K ﹤0.01%
4,941
-1
7080
$9K ﹤0.01%
+967
7081
$9K ﹤0.01%
2,165
7082
$9K ﹤0.01%
2,038
+1,848
7083
$9K ﹤0.01%
+440
7084
$8K ﹤0.01%
1,992
7085
$8K ﹤0.01%
934
7086
$8K ﹤0.01%
70
7087
$8K ﹤0.01%
800
7088
$8K ﹤0.01%
1,058
-11,042
7089
$8K ﹤0.01%
428
+5
7090
$8K ﹤0.01%
+185
7091
$8K ﹤0.01%
121
7092
$8K ﹤0.01%
56
+51
7093
$8K ﹤0.01%
176
7094
$8K ﹤0.01%
+359
7095
$8K ﹤0.01%
150
-400
7096
$8K ﹤0.01%
+2,220
7097
$8K ﹤0.01%
800
7098
$8K ﹤0.01%
4,000
7099
$8K ﹤0.01%
743
7100
$7K ﹤0.01%
4,587