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
5251
$290K ﹤0.01%
67,747
+23,670
5252
$289K ﹤0.01%
9,509
-724
5253
$288K ﹤0.01%
128,401
-12
5254
$287K ﹤0.01%
9,351
-2,604
5255
$287K ﹤0.01%
75,926
-29,274
5256
$286K ﹤0.01%
124,538
+18,725
5257
$286K ﹤0.01%
29,343
-69
5258
$286K ﹤0.01%
48,286
-11,580
5259
$284K ﹤0.01%
98,648
+74,275
5260
$284K ﹤0.01%
11,844
+11,634
5261
$283K ﹤0.01%
24,571
+21,501
5262
$282K ﹤0.01%
212,133
+178,564
5263
$281K ﹤0.01%
11,000
5264
$281K ﹤0.01%
192,506
+52,871
5265
$281K ﹤0.01%
24,834
-8,512
5266
$280K ﹤0.01%
20,566
+14,140
5267
$279K ﹤0.01%
8,165
-1,174
5268
$278K ﹤0.01%
41,812
-37,695
5269
$278K ﹤0.01%
1,720
+1,304
5270
$277K ﹤0.01%
12,890
-1,957
5271
$277K ﹤0.01%
8,649
-17,216
5272
$277K ﹤0.01%
12,755
+6,319
5273
$274K ﹤0.01%
32,434
-3,164
5274
$274K ﹤0.01%
27,992
-8,332
5275
$273K ﹤0.01%
+11,586
209 210
211
212 213