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
4826
$735K ﹤0.01%
69,667
-142
4827
$734K ﹤0.01%
18,265
+1,440
4828
$734K ﹤0.01%
32,243
-487,021
4829
$733K ﹤0.01%
77,313
-3,759
4830
$732K ﹤0.01%
29,903
+26,144
4831
$732K ﹤0.01%
24,730
+3,840
4832
$731K ﹤0.01%
101,173
-45,410
4833
$731K ﹤0.01%
158,871
-93,569
4834
$730K ﹤0.01%
51,177
-507
4835
$729K ﹤0.01%
26,248
-2,252
4836
$729K ﹤0.01%
783,347
+4,971
4837
$728K ﹤0.01%
8,467
-6,941
4838
$728K ﹤0.01%
8,860
-8,518
4839
$727K ﹤0.01%
24,630
-19,460
4840
$725K ﹤0.01%
36,756
-337,625
4841
$725K ﹤0.01%
20,017
+1,504
4842
$724K ﹤0.01%
32,723
-1,206
4843
$723K ﹤0.01%
543,503
-28,442
4844
$722K ﹤0.01%
129,643
-9,901
4845
$714K ﹤0.01%
52,470
-806
4846
$713K ﹤0.01%
36,652
+6,014
4847
$708K ﹤0.01%
9,569
+484
4848
$703K ﹤0.01%
33,697
-11,635
4849
$701K ﹤0.01%
140,835
-164,415
4850
$701K ﹤0.01%
40,594
-2,256
192 193
194
195 196