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
7176
$5K ﹤0.01%
+343
7177
$5K ﹤0.01%
5,211
+4,284
7178
$5K ﹤0.01%
+100
7179
$5K ﹤0.01%
+100
7180
$5K ﹤0.01%
105
-564
7181
$5K ﹤0.01%
176
+65
7182
$5K ﹤0.01%
+185
7183
$5K ﹤0.01%
194
7184
$5K ﹤0.01%
+125
7185
$5K ﹤0.01%
433
-95
7186
$5K ﹤0.01%
150
-50
7187
$5K ﹤0.01%
+118
7188
$5K ﹤0.01%
100
7189
$5K ﹤0.01%
226
7190
$5K ﹤0.01%
90
-1
7191
$5K ﹤0.01%
178
7192
$5K ﹤0.01%
33
7193
$5K ﹤0.01%
1,300
-160
7194
$5K ﹤0.01%
+63
7195
$5K ﹤0.01%
462
-48
7196
$5K ﹤0.01%
249
-299
7197
$5K ﹤0.01%
+393
7198
$5K ﹤0.01%
533
+77
7199
$5K ﹤0.01%
500
7200
$5K ﹤0.01%
500