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
5101
$408K ﹤0.01%
19,395
-1,820
5102
$407K ﹤0.01%
29,865
+24,763
5103
$405K ﹤0.01%
20,202
-2,314
5104
$405K ﹤0.01%
13,544
+11,361
5105
$404K ﹤0.01%
70,303
+13,958
5106
$404K ﹤0.01%
15,667
-2,435
5107
$402K ﹤0.01%
133,144
-584
5108
$402K ﹤0.01%
12,662
+9,640
5109
$402K ﹤0.01%
7,765
-423
5110
$401K ﹤0.01%
53,858
+15,382
5111
$401K ﹤0.01%
21,704
-696
5112
$401K ﹤0.01%
56,428
-25,080
5113
$401K ﹤0.01%
8,619
5114
$401K ﹤0.01%
48,784
-475,837
5115
$399K ﹤0.01%
20,776
-780
5116
$399K ﹤0.01%
62,047
-3,231
5117
$398K ﹤0.01%
136,148
+15,394
5118
$398K ﹤0.01%
40,829
+28,900
5119
$397K ﹤0.01%
79,473
-529,381
5120
$395K ﹤0.01%
64,096
+18,963
5121
$395K ﹤0.01%
491,702
-50,777
5122
$391K ﹤0.01%
18,146
+17,646
5123
$391K ﹤0.01%
5,418
-393
5124
$390K ﹤0.01%
258,045
+66,009
5125
$389K ﹤0.01%
216,250
-51,190
203 204
205
206 207