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
4526
$1.27M ﹤0.01%
399,176
+6,670
4527
$1.27M ﹤0.01%
78,181
+9,351
4528
$1.27M ﹤0.01%
16,348
+14,704
4529
$1.26M ﹤0.01%
44,531
+849
4530
$1.26M ﹤0.01%
129,499
-42,676
4531
$1.26M ﹤0.01%
247,397
+215,248
4532
$1.26M ﹤0.01%
535,965
-204,582
4533
$1.26M ﹤0.01%
484,058
-596,540
4534
$1.26M ﹤0.01%
122,491
+10,511
4535
$1.25M ﹤0.01%
107,655
+448
4536
$1.25M ﹤0.01%
228,404
-327,816
4537
$1.25M ﹤0.01%
180,738
+13,610
4538
$1.25M ﹤0.01%
39,441
+8,861
4539
$1.25M ﹤0.01%
46,246
-1,720
4540
$1.25M ﹤0.01%
242,261
-31,601
4541
$1.25M ﹤0.01%
+548,469
4542
$1.24M ﹤0.01%
382,952
-130,660
4543
$1.24M ﹤0.01%
67,522
+1,333
4544
$1.24M ﹤0.01%
39,258
-2,801
4545
$1.24M ﹤0.01%
1,147,296
-517,357
4546
$1.23M ﹤0.01%
112,514
+60,092
4547
$1.23M ﹤0.01%
47,449
-31,609
4548
$1.23M ﹤0.01%
85,487
+25,537
4549
$1.23M ﹤0.01%
66,981
-1,530
4550
$1.23M ﹤0.01%
143,126
+4,419
180 181
182
183 184