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
4901
$644K ﹤0.01%
35,937
+7,046
4902
$642K ﹤0.01%
14,689
-3,182
4903
$640K ﹤0.01%
41,401
-16,276
4904
$639K ﹤0.01%
43,405
-152
4905
$637K ﹤0.01%
41,242
+2,093
4906
$636K ﹤0.01%
51,526
-11,331
4907
$636K ﹤0.01%
28,216
-4,049
4908
$635K ﹤0.01%
500,386
-54,381
4909
$634K ﹤0.01%
14,358
+764
4910
$633K ﹤0.01%
14,753
+787
4911
$632K ﹤0.01%
23,914
-14,838
4912
$631K ﹤0.01%
25,000
4913
$629K ﹤0.01%
62,930
-27,213
4914
$629K ﹤0.01%
80,257
+11,937
4915
$626K ﹤0.01%
27,203
+19,186
4916
$623K ﹤0.01%
24,260
+3,193
4917
$622K ﹤0.01%
3,051
-613
4918
$621K ﹤0.01%
328,686
-281,176
4919
$620K ﹤0.01%
175,650
+164,128
4920
$620K ﹤0.01%
44,299
-5,454
4921
$619K ﹤0.01%
60,740
-14,045
4922
$619K ﹤0.01%
72,109
-22,847
4923
$617K ﹤0.01%
6,515
-418
4924
$616K ﹤0.01%
73,794
-26,142
4925
$613K ﹤0.01%
14,896
-2,450
195 196
197
198 199