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
5001
$515K ﹤0.01%
62,086
-24,658
5002
$515K ﹤0.01%
28,109
+15,620
5003
$514K ﹤0.01%
12,705
+6,901
5004
$513K ﹤0.01%
16,570
-67,888
5005
$511K ﹤0.01%
58,359
+53,379
5006
$511K ﹤0.01%
24,206
+2,806
5007
$511K ﹤0.01%
22,850
+400
5008
$511K ﹤0.01%
477,240
-420,892
5009
$506K ﹤0.01%
56,675
-48,233
5010
$506K ﹤0.01%
90,345
-6,266
5011
$506K ﹤0.01%
21,533
-3,145
5012
$504K ﹤0.01%
32,533
-1,567
5013
$503K ﹤0.01%
17,659
-30,927
5014
$502K ﹤0.01%
105,129
+32,404
5015
$502K ﹤0.01%
12,841
-13,467
5016
$502K ﹤0.01%
16,989
-251
5017
$501K ﹤0.01%
135,421
-125,492
5018
$499K ﹤0.01%
46,906
-75,435
5019
$498K ﹤0.01%
51,100
-23,564
5020
$496K ﹤0.01%
135,982
-18,083
5021
$496K ﹤0.01%
19,348
+3,148
5022
$494K ﹤0.01%
17,654
-2,016
5023
$489K ﹤0.01%
56,908
-18,683
5024
$489K ﹤0.01%
169,087
-20,948
5025
$487K ﹤0.01%
131,701
-59,752
199 200
201
202 203