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
4501
$1.35M ﹤0.01%
2,897
+1,771
4502
$1.35M ﹤0.01%
34,908
+22,593
4503
$1.35M ﹤0.01%
50,035
-1,377
4504
$1.35M ﹤0.01%
32,463
+12,754
4505
$1.35M ﹤0.01%
72,196
-1,930
4506
$1.34M ﹤0.01%
127,239
-5,845
4507
$1.34M ﹤0.01%
63,770
+2,966
4508
$1.34M ﹤0.01%
191,133
+6,356
4509
$1.34M ﹤0.01%
47,000
-3,093
4510
$1.33M ﹤0.01%
54,459
+29,345
4511
$1.33M ﹤0.01%
38,327
-15,895
4512
$1.32M ﹤0.01%
56,793
+13,814
4513
$1.32M ﹤0.01%
51,409
+15,919
4514
$1.32M ﹤0.01%
26,975
+14,170
4515
$1.32M ﹤0.01%
109,030
-28,740
4516
$1.32M ﹤0.01%
442,973
4517
$1.31M ﹤0.01%
73,819
+23,738
4518
$1.31M ﹤0.01%
988,681
+544,491
4519
$1.3M ﹤0.01%
97,074
+31,950
4520
$1.29M ﹤0.01%
83,477
-25,023
4521
$1.28M ﹤0.01%
19,802
-3,631
4522
$1.28M ﹤0.01%
134,672
+84,507
4523
$1.28M ﹤0.01%
21,039
-2,252
4524
$1.27M ﹤0.01%
402,810
-19,268
4525
$1.27M ﹤0.01%
16,664
-4,938
179 180
181
182 183