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
4626
$1.07M ﹤0.01%
331,757
+51,864
4627
$1.07M ﹤0.01%
45,314
-3,065
4628
$1.07M ﹤0.01%
85,379
-29,275
4629
$1.07M ﹤0.01%
164,550
+4,650
4630
$1.07M ﹤0.01%
354,000
4631
$1.06M ﹤0.01%
409,551
-165,826
4632
$1.06M ﹤0.01%
34,403
-1,226
4633
$1.06M ﹤0.01%
83,259
-3,903
4634
$1.06M ﹤0.01%
219,143
+121,434
4635
$1.06M ﹤0.01%
+12,516
4636
$1.05M ﹤0.01%
63,405
+5,394
4637
$1.05M ﹤0.01%
8,947
+885
4638
$1.05M ﹤0.01%
24,464
-48,871
4639
$1.05M ﹤0.01%
201,961
-12,348
4640
$1.05M ﹤0.01%
138,341
+18,980
4641
$1.04M ﹤0.01%
67,445
-3,126
4642
$1.04M ﹤0.01%
555,336
-36,650
4643
$1.04M ﹤0.01%
331,145
-310,094
4644
$1.04M ﹤0.01%
84,578
-22,203
4645
$1.04M ﹤0.01%
21,054
+14,494
4646
$1.04M ﹤0.01%
17,617
+1,675
4647
$1.03M ﹤0.01%
32,648
+10,885
4648
$1.03M ﹤0.01%
41,156
-18,540
4649
$1.03M ﹤0.01%
29,169
-3,760
4650
$1.03M ﹤0.01%
303,339
+13,718
184 185
186
187 188