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
5201
$321K ﹤0.01%
13,914
-1,434
5202
$320K ﹤0.01%
4,394
-2,130
5203
$319K ﹤0.01%
42,460
-18,198
5204
$318K ﹤0.01%
338,515
-114,205
5205
$318K ﹤0.01%
84,213
+23,534
5206
$318K ﹤0.01%
100,000
5207
$318K ﹤0.01%
42,508
+4,352
5208
$316K ﹤0.01%
67,745
-15,410
5209
$316K ﹤0.01%
44,136
-5,225
5210
$314K ﹤0.01%
50,488
+25,301
5211
$313K ﹤0.01%
90,420
-47,140
5212
$310K ﹤0.01%
77,413
-16,127
5213
$310K ﹤0.01%
11,628
-2,164
5214
$310K ﹤0.01%
31,988
-31,385
5215
$310K ﹤0.01%
411,099
-38,970
5216
$309K ﹤0.01%
64,047
+21,381
5217
$307K ﹤0.01%
47,185
-9,249
5218
$307K ﹤0.01%
13,594
-959
5219
$307K ﹤0.01%
32,014
+10,790
5220
$306K ﹤0.01%
12,816
-2,820
5221
$306K ﹤0.01%
219,914
-10,794
5222
$305K ﹤0.01%
10,000
5223
$304K ﹤0.01%
58,011
-771
5224
$303K ﹤0.01%
89,188
-28,934
5225
$303K ﹤0.01%
54,536
+6,315
207 208
209
210 211