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
4776
$807K ﹤0.01%
69,914
+3,578
4777
$807K ﹤0.01%
23,350
-11,214
4778
$806K ﹤0.01%
86,253
+4,840
4779
$805K ﹤0.01%
49,447
+27,589
4780
$803K ﹤0.01%
32,369
+96
4781
$803K ﹤0.01%
13,172
-4,405
4782
$803K ﹤0.01%
43,433
-44,006
4783
$802K ﹤0.01%
75,130
+59,998
4784
$800K ﹤0.01%
384,488
+218,927
4785
$797K ﹤0.01%
12,393
-5,204
4786
$795K ﹤0.01%
265,092
-164,404
4787
$791K ﹤0.01%
238,995
+29,520
4788
$790K ﹤0.01%
87,313
-18,124
4789
$788K ﹤0.01%
102,981
+37,906
4790
$788K ﹤0.01%
43,082
-110,300
4791
$786K ﹤0.01%
47,350
+294
4792
$784K ﹤0.01%
212,467
4793
$782K ﹤0.01%
46,178
+2,752
4794
$781K ﹤0.01%
36,311
-36,901
4795
$780K ﹤0.01%
112,449
-19,637
4796
$780K ﹤0.01%
174,192
+73,141
4797
$780K ﹤0.01%
8,701
+4,719
4798
$775K ﹤0.01%
28,795
+26,381
4799
$774K ﹤0.01%
5,157
+849
4800
$774K ﹤0.01%
246,425
+13,660
190 191
192
193 194