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
4676
$978K ﹤0.01%
102,910
-5,011
4677
$977K ﹤0.01%
+33,100
4678
$977K ﹤0.01%
65,375
-3,210
4679
$975K ﹤0.01%
53,607
-1,866
4680
$971K ﹤0.01%
50,753
-2,068
4681
$970K ﹤0.01%
17,963
+1,030
4682
$966K ﹤0.01%
89,638
-7,283
4683
$965K ﹤0.01%
107,742
-7,103
4684
$961K ﹤0.01%
120,938
-3,582
4685
$959K ﹤0.01%
62,604
-5,914
4686
$957K ﹤0.01%
162,702
+47,248
4687
$956K ﹤0.01%
490,019
-26,244
4688
$955K ﹤0.01%
57,394
+17,795
4689
$953K ﹤0.01%
50,684
-1,491
4690
$951K ﹤0.01%
329,153
-51,268
4691
$950K ﹤0.01%
420,495
+54,883
4692
$950K ﹤0.01%
19,817
-34,004
4693
$947K ﹤0.01%
333,475
-5,189
4694
$947K ﹤0.01%
30,453
-888
4695
$947K ﹤0.01%
369,730
+141,196
4696
$944K ﹤0.01%
55,678
-48,394
4697
$942K ﹤0.01%
151,928
-6,619
4698
$942K ﹤0.01%
36,755
+3,835
4699
$940K ﹤0.01%
37,669
-15,484
4700
$940K ﹤0.01%
31,618
-7,539
186 187
188
189 190