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
4576
$1.16M ﹤0.01%
481,000
4577
$1.16M ﹤0.01%
113,777
+39,991
4578
$1.16M ﹤0.01%
45,497
+21,030
4579
$1.16M ﹤0.01%
46,588
-2,958
4580
$1.16M ﹤0.01%
264,159
+41,206
4581
$1.16M ﹤0.01%
90,515
-2,853
4582
$1.15M ﹤0.01%
560,649
+157,221
4583
$1.15M ﹤0.01%
26,294
-1,237
4584
$1.15M ﹤0.01%
95,648
+10,003
4585
$1.15M ﹤0.01%
107,334
-69,423
4586
$1.15M ﹤0.01%
121,461
-8,133
4587
$1.15M ﹤0.01%
93,177
+10,492
4588
$1.14M ﹤0.01%
98,986
-10,615
4589
$1.14M ﹤0.01%
29,690
-105,658
4590
$1.14M ﹤0.01%
28,822
-1,642
4591
$1.14M ﹤0.01%
57,484
-18,543
4592
$1.13M ﹤0.01%
18,825
+12,035
4593
$1.13M ﹤0.01%
221,669
-522,140
4594
$1.13M ﹤0.01%
311,320
+241,131
4595
$1.13M ﹤0.01%
108,645
-22,768
4596
$1.13M ﹤0.01%
82,400
+8,782
4597
$1.13M ﹤0.01%
53,838
+29,545
4598
$1.13M ﹤0.01%
51,304
+5,601
4599
$1.12M ﹤0.01%
112,478
+4,744
4600
$1.12M ﹤0.01%
70,675
-2,137
182 183
184
185 186