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
4651
$1.02M ﹤0.01%
59,853
+19,282
4652
$1.02M ﹤0.01%
50,754
-5,511
4653
$1.02M ﹤0.01%
539,490
+109,266
4654
$1.01M ﹤0.01%
51,464
+307
4655
$1.01M ﹤0.01%
30,688
4656
$1.01M ﹤0.01%
286,298
-169,717
4657
$1.01M ﹤0.01%
75,612
-6,236
4658
$1M ﹤0.01%
27,391
-421
4659
$1M ﹤0.01%
158,466
-91,907
4660
$1M ﹤0.01%
154,139
-64,579
4661
$1M ﹤0.01%
70,613
+34,547
4662
$999K ﹤0.01%
61,306
+45,371
4663
$992K ﹤0.01%
38,945
+147
4664
$991K ﹤0.01%
45,691
-35,014
4665
$991K ﹤0.01%
138,596
-27,257
4666
$990K ﹤0.01%
1,635,925
+156,215
4667
$985K ﹤0.01%
95,530
-323,728
4668
$984K ﹤0.01%
16,227
-3,724
4669
$984K ﹤0.01%
21,724
-1,285
4670
$983K ﹤0.01%
187,218
-21,737
4671
$983K ﹤0.01%
68,707
+2,624
4672
$982K ﹤0.01%
41,913
-362
4673
$980K ﹤0.01%
18,327
+6,377
4674
$980K ﹤0.01%
38,194
+1,769
4675
$979K ﹤0.01%
48,215
-8,385
185 186
187
188 189