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
4751
$847K ﹤0.01%
86,247
+12,088
4752
$847K ﹤0.01%
37,959
-1,481
4753
$846K ﹤0.01%
190,018
+77,327
4754
$845K ﹤0.01%
16,045
+14,005
4755
$844K ﹤0.01%
31,788
+2,808
4756
$843K ﹤0.01%
5,019
+478
4757
$841K ﹤0.01%
7,984
+577
4758
$837K ﹤0.01%
715,611
+191,322
4759
$837K ﹤0.01%
459,661
+163,579
4760
$836K ﹤0.01%
91,881
-21,065
4761
$835K ﹤0.01%
63,689
-36,578
4762
$834K ﹤0.01%
27,328
+17,364
4763
$831K ﹤0.01%
197,388
-16,417
4764
$830K ﹤0.01%
114,614
+26,207
4765
$829K ﹤0.01%
223,360
+8,201
4766
$825K ﹤0.01%
50,928
+17,359
4767
$822K ﹤0.01%
41,268
+4,188
4768
$821K ﹤0.01%
322,054
-83,876
4769
$819K ﹤0.01%
26,489
-2,171
4770
$817K ﹤0.01%
132,229
-134
4771
$817K ﹤0.01%
97,553
-26,278
4772
$813K ﹤0.01%
26,346
+4,322
4773
$811K ﹤0.01%
78,244
+5,862
4774
$810K ﹤0.01%
19,571
-2,645
4775
$808K ﹤0.01%
22,318
-2,700
189 190
191
192 193