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
4601
$1.12M ﹤0.01%
+62,723
4602
$1.12M ﹤0.01%
191,848
+89,669
4603
$1.12M ﹤0.01%
72,301
-8,950
4604
$1.11M ﹤0.01%
126,724
-31,204
4605
$1.11M ﹤0.01%
159,231
+64,586
4606
$1.1M ﹤0.01%
79,244
+49,674
4607
$1.1M ﹤0.01%
+75,140
4608
$1.1M ﹤0.01%
413,699
+413,461
4609
$1.1M ﹤0.01%
49,533
-5,601
4610
$1.1M ﹤0.01%
7,619
-350
4611
$1.1M ﹤0.01%
36,095
-3,803
4612
$1.1M ﹤0.01%
4,037
-11,123
4613
$1.1M ﹤0.01%
84,026
+20,389
4614
$1.1M ﹤0.01%
225,118
+27,316
4615
$1.09M ﹤0.01%
5,899
+1,325
4616
$1.09M ﹤0.01%
27,168
+5,055
4617
$1.09M ﹤0.01%
136,701
-246,285
4618
$1.09M ﹤0.01%
136,821
+49,397
4619
$1.09M ﹤0.01%
50,094
-9,446
4620
$1.09M ﹤0.01%
127,997
+28,589
4621
$1.08M ﹤0.01%
84,477
+51,180
4622
$1.08M ﹤0.01%
57,690
-2,674
4623
$1.08M ﹤0.01%
100,426
-2,635
4624
$1.08M ﹤0.01%
40,484
+6,789
4625
$1.08M ﹤0.01%
176,841
+53,171
183 184
185
186 187