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
4401
$1.61M ﹤0.01%
131,575
+12,057
4402
$1.6M ﹤0.01%
31,079
+16,048
4403
$1.6M ﹤0.01%
333,483
+90,637
4404
$1.6M ﹤0.01%
2,051,346
-25,826
4405
$1.6M ﹤0.01%
47,293
-6,216
4406
$1.59M ﹤0.01%
66,260
-12,463
4407
$1.59M ﹤0.01%
17,087
+1,033
4408
$1.59M ﹤0.01%
38,619
+12,581
4409
$1.59M ﹤0.01%
1,485,644
+1,181,450
4410
$1.59M ﹤0.01%
376,176
-59,349
4411
$1.59M ﹤0.01%
120,927
+87,226
4412
$1.59M ﹤0.01%
204,543
-34,377
4413
$1.58M ﹤0.01%
24,864
-441
4414
$1.58M ﹤0.01%
1,587
-226
4415
$1.57M ﹤0.01%
50,274
+421
4416
$1.57M ﹤0.01%
465,345
+293,664
4417
$1.57M ﹤0.01%
56,206
+12,374
4418
$1.57M ﹤0.01%
220,556
-26,899
4419
$1.56M ﹤0.01%
142,735
+2,906
4420
$1.56M ﹤0.01%
4,469
+4,294
4421
$1.56M ﹤0.01%
61,900
-138,018
4422
$1.56M ﹤0.01%
173,596
+47,730
4423
$1.56M ﹤0.01%
111,127
+48,174
4424
$1.56M ﹤0.01%
73,279
-3,897
4425
$1.55M ﹤0.01%
46,224
+3,006
175 176
177
178 179