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
5176
$334K ﹤0.01%
151,168
-5,336
5177
$333K ﹤0.01%
107,221
+10,145
5178
$331K ﹤0.01%
7,886
+1,032
5179
$331K ﹤0.01%
20,946
-8,957
5180
$331K ﹤0.01%
34,875
-66,536
5181
$330K ﹤0.01%
9,533
-1,314
5182
$330K ﹤0.01%
198,835
+61,538
5183
$330K ﹤0.01%
169,103
+121,634
5184
$330K ﹤0.01%
9,338
+200
5185
$329K ﹤0.01%
12,123
+630
5186
$329K ﹤0.01%
19,561
+15,986
5187
$328K ﹤0.01%
3,169
-837
5188
$328K ﹤0.01%
54,831
+2,195
5189
$328K ﹤0.01%
277,816
+125,587
5190
$326K ﹤0.01%
391,371
-184,889
5191
$325K ﹤0.01%
2,206
+736
5192
$325K ﹤0.01%
89,036
-35,357
5193
$324K ﹤0.01%
9,249
-1,606
5194
$323K ﹤0.01%
7,067
-1,874
5195
$323K ﹤0.01%
11,035
+72
5196
$323K ﹤0.01%
5,948
+165
5197
$322K ﹤0.01%
89,478
-17,135
5198
$322K ﹤0.01%
59,135
-1,424
5199
$322K ﹤0.01%
21,426
-2,938
5200
$321K ﹤0.01%
13,306
-1,581
206 207
208
209 210