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
4701
$937K ﹤0.01%
55,918
-24,046
4702
$935K ﹤0.01%
261,839
+32,335
4703
$932K ﹤0.01%
89,826
-32,572
4704
$924K ﹤0.01%
137,485
-5,542
4705
$924K ﹤0.01%
147,774
+122,140
4706
$923K ﹤0.01%
92,469
+8,871
4707
$922K ﹤0.01%
138,925
-27,530
4708
$921K ﹤0.01%
348,874
-31,543
4709
$919K ﹤0.01%
12,333
-65,107
4710
$914K ﹤0.01%
70,616
-66,897
4711
$913K ﹤0.01%
46,701
-74,523
4712
$913K ﹤0.01%
93,071
-76,586
4713
$911K ﹤0.01%
119,907
+35,989
4714
$910K ﹤0.01%
51,391
-63,529
4715
$909K ﹤0.01%
99,185
-3,581
4716
$907K ﹤0.01%
36,415
-4,506
4717
$904K ﹤0.01%
172,251
+13,609
4718
$903K ﹤0.01%
78,453
-357
4719
$900K ﹤0.01%
344,882
-17,452
4720
$899K ﹤0.01%
89,672
-9,431
4721
$897K ﹤0.01%
10,838
-2,507
4722
$894K ﹤0.01%
21,300
+12,352
4723
$892K ﹤0.01%
38,155
+3,484
4724
$891K ﹤0.01%
338,821
+15,218
4725
$891K ﹤0.01%
27,304
+4,938
187 188
189
190 191