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
4326
$1.83M ﹤0.01%
64,146
-5,294
4327
$1.83M ﹤0.01%
263,638
+25,378
4328
$1.83M ﹤0.01%
83,639
-77,061
4329
$1.82M ﹤0.01%
10,825
-1
4330
$1.81M ﹤0.01%
637,696
-10,258,747
4331
$1.81M ﹤0.01%
56,311
-2,170
4332
$1.81M ﹤0.01%
22,035
-5,472
4333
$1.81M ﹤0.01%
91,924
+38,818
4334
$1.8M ﹤0.01%
104,717
+244
4335
$1.8M ﹤0.01%
75,819
+5,377
4336
$1.8M ﹤0.01%
22,995
-8,010
4337
$1.79M ﹤0.01%
140,180
-622
4338
$1.79M ﹤0.01%
103,846
-2,670
4339
$1.79M ﹤0.01%
355,603
-218,856
4340
$1.78M ﹤0.01%
30,140
-856
4341
$1.78M ﹤0.01%
272,243
-171
4342
$1.78M ﹤0.01%
527,281
+51,052
4343
$1.78M ﹤0.01%
95,561
-97,059
4344
$1.78M ﹤0.01%
43,016
+6,533
4345
$1.77M ﹤0.01%
66,027
-719
4346
$1.77M ﹤0.01%
17,817
+5,725
4347
$1.77M ﹤0.01%
290,196
+236,798
4348
$1.77M ﹤0.01%
55,241
+11,250
4349
$1.77M ﹤0.01%
910,401
-40,047
4350
$1.76M ﹤0.01%
136,097
-3,766
172 173
174
175 176