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
4451
$1.49M ﹤0.01%
30,294
-1,827
4452
$1.49M ﹤0.01%
36,786
+11,900
4453
$1.49M ﹤0.01%
191,996
+44,847
4454
$1.48M ﹤0.01%
73,801
+8,696
4455
$1.48M ﹤0.01%
359,312
-375,579
4456
$1.47M ﹤0.01%
748,655
-275,980
4457
$1.47M ﹤0.01%
85,857
+62,144
4458
$1.47M ﹤0.01%
160,963
-126,764
4459
$1.45M ﹤0.01%
80,987
+9,369
4460
$1.45M ﹤0.01%
3,588
+639
4461
$1.45M ﹤0.01%
59,537
-15,196
4462
$1.45M ﹤0.01%
150,822
-21,512
4463
$1.45M ﹤0.01%
54,147
+23,991
4464
$1.45M ﹤0.01%
3,513
-1,635
4465
$1.45M ﹤0.01%
20,652
-8,239
4466
$1.44M ﹤0.01%
235,319
-120,627
4467
$1.44M ﹤0.01%
43,417
-28,082
4468
$1.44M ﹤0.01%
397,205
+41,943
4469
$1.44M ﹤0.01%
30,810
-729
4470
$1.44M ﹤0.01%
100,861
+3,509
4471
$1.43M ﹤0.01%
26,630
-14,902
4472
$1.43M ﹤0.01%
195,275
+50,496
4473
$1.43M ﹤0.01%
252,824
-3,811
4474
$1.43M ﹤0.01%
141,886
-318,574
4475
$1.43M ﹤0.01%
315,763
+230,493
177 178
179
180 181