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
7226
$4K ﹤0.01%
24
-7
7227
$4K ﹤0.01%
100
-1
7228
$4K ﹤0.01%
77
-15,842
7229
$4K ﹤0.01%
906
7230
$4K ﹤0.01%
337
7231
$4K ﹤0.01%
300
7232
$4K ﹤0.01%
1,190
7233
$4K ﹤0.01%
600
+500
7234
$4K ﹤0.01%
100
7235
$4K ﹤0.01%
150
7236
$4K ﹤0.01%
166
7237
$4K ﹤0.01%
297
7238
$4K ﹤0.01%
50
7239
$4K ﹤0.01%
1
7240
$4K ﹤0.01%
2,166
-3,158
7241
$4K ﹤0.01%
400
7242
$4K ﹤0.01%
+100
7243
$4K ﹤0.01%
380
-7,292
7244
$4K ﹤0.01%
+3,972
7245
$4K ﹤0.01%
375
7246
$4K ﹤0.01%
360
-3,813
7247
$4K ﹤0.01%
357
7248
$4K ﹤0.01%
372
7249
$4K ﹤0.01%
360
7250
$4K ﹤0.01%
396
-292