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
5276
$272K ﹤0.01%
7,727
-643
5277
$271K ﹤0.01%
38,159
-1,053
5278
$269K ﹤0.01%
10,992
5279
$269K ﹤0.01%
5,781
+1,388
5280
$268K ﹤0.01%
34,585
+2,807
5281
$268K ﹤0.01%
15,263
-5,104
5282
$268K ﹤0.01%
16,494
-275
5283
$267K ﹤0.01%
14,612
+8,513
5284
$266K ﹤0.01%
5,193
-4,805
5285
$265K ﹤0.01%
86,026
+44,503
5286
$264K ﹤0.01%
8,058
+1,430
5287
$263K ﹤0.01%
91,653
+73,426
5288
$263K ﹤0.01%
11,726
+1,097
5289
$263K ﹤0.01%
26,705
+1,821
5290
$262K ﹤0.01%
14,838
+1,692
5291
$261K ﹤0.01%
28,573
+701
5292
$261K ﹤0.01%
1,199
+474
5293
$261K ﹤0.01%
239,620
-34,923
5294
$260K ﹤0.01%
8,769
+7,732
5295
$260K ﹤0.01%
7,656
+6,926
5296
$259K ﹤0.01%
10,577
-373
5297
$259K ﹤0.01%
35,212
5298
$259K ﹤0.01%
544
-400
5299
$258K ﹤0.01%
27,403
+5,722
5300
$258K ﹤0.01%
3,011
210 211
212
213 214