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
2376
$16.4M ﹤0.01%
355,401
+135,368
2377
$16.4M ﹤0.01%
413,407
+206,460
2378
$16.4M ﹤0.01%
700,415
-4,285
2379
$16.4M ﹤0.01%
725,241
+498,709
2380
$16.4M ﹤0.01%
184,215
-16,119
2381
$16.3M ﹤0.01%
164,778
-41,698
2382
$16.3M ﹤0.01%
321,322
+56,035
2383
$16.3M ﹤0.01%
229,640
+81,458
2384
$16.3M ﹤0.01%
91,651
-24,633
2385
$16.3M ﹤0.01%
1,542,372
+789,721
2386
$16.2M ﹤0.01%
697,986
+5,970
2387
$16.2M ﹤0.01%
610,248
-352,708
2388
$16.2M ﹤0.01%
282,684
+12,451
2389
$16.2M ﹤0.01%
323,627
+121,822
2390
$16.2M ﹤0.01%
917,576
-172,445
2391
$16.1M ﹤0.01%
207,689
+10,577
2392
$16.1M ﹤0.01%
360,843
+84,069
2393
$16.1M ﹤0.01%
688,286
-777,923
2394
$16.1M ﹤0.01%
325,548
-151,927
2395
$16M ﹤0.01%
339,217
-63,424
2396
$16M ﹤0.01%
306,320
+39,668
2397
$16M ﹤0.01%
178,570
+74,107
2398
$16M ﹤0.01%
285,755
-4,514
2399
$16M ﹤0.01%
1,713,170
+266,863
2400
$16M ﹤0.01%
1,166,529
-8,687