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
$983B
AUM Growth
-$31.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,919
New
Increased
Reduced
Closed

Top Buys

1
+$2.27B
2
+$1B
3
+$936M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$895M
5
EXPE icon
Expedia Group
EXPE
+$617M

Top Sells

1
+$2.59B
2
+$907M
3
+$867M
4
PDD icon
Pinduoduo
PDD
+$624M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$610M

Sector Composition

1 Technology 20.63%
2 Healthcare 10.41%
3 Financials 10.12%
4 Consumer Discretionary 8.9%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4176
$2.35M ﹤0.01%
261,792
+19,154
4177
$2.34M ﹤0.01%
1,132,203
+29,180
4178
$2.33M ﹤0.01%
682,219
-12,877
4179
$2.33M ﹤0.01%
5,329
-584
4180
$2.33M ﹤0.01%
49,557
+6,027
4181
$2.32M ﹤0.01%
130,317
+18,979
4182
$2.32M ﹤0.01%
282,160
+6,061
4183
$2.32M ﹤0.01%
82,138
-14
4184
$2.32M ﹤0.01%
195,613
-40,892
4185
$2.32M ﹤0.01%
158,612
+122,565
4186
$2.31M ﹤0.01%
61,947
-1,786
4187
$2.31M ﹤0.01%
297,466
+50,315
4188
$2.31M ﹤0.01%
121,512
+6,410
4189
$2.3M ﹤0.01%
1,439,100
+24,189
4190
$2.3M ﹤0.01%
61,364
-26,843
4191
$2.3M ﹤0.01%
85,853
+10,571
4192
$2.3M ﹤0.01%
1,502,513
+716,858
4193
$2.3M ﹤0.01%
295,771
+84,008
4194
$2.29M ﹤0.01%
592,963
+3,140
4195
$2.29M ﹤0.01%
227,262
+22,908
4196
$2.29M ﹤0.01%
317,531
+105,983
4197
$2.29M ﹤0.01%
32,316
-14,301
4198
$2.29M ﹤0.01%
177,343
-14,470
4199
$2.29M ﹤0.01%
1,044,295
+230,950
4200
$2.28M ﹤0.01%
101,255
+723
166 167
168
169 170