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
5351
$228K ﹤0.01%
10,713
+75
5352
$227K ﹤0.01%
47,827
+29,149
5353
$225K ﹤0.01%
23,756
-146
5354
$225K ﹤0.01%
156,290
+16,930
5355
$224K ﹤0.01%
10,449
-580
5356
$224K ﹤0.01%
7,177
+230
5357
$224K ﹤0.01%
57,360
+49,689
5358
$224K ﹤0.01%
595
-12
5359
$223K ﹤0.01%
46,566
-306,894
5360
$223K ﹤0.01%
5,162
+559
5361
$223K ﹤0.01%
26,858
+4,203
5362
$223K ﹤0.01%
585,540
5363
$221K ﹤0.01%
8,350
+2,706
5364
$221K ﹤0.01%
6,431
+4,220
5365
$221K ﹤0.01%
5,319
-6,328
5366
$221K ﹤0.01%
14,050
5367
$220K ﹤0.01%
5,014
-2,336
5368
$220K ﹤0.01%
5,874
+5,834
5369
$219K ﹤0.01%
2,915
-1
5370
$219K ﹤0.01%
40,842
-85,048
5371
$218K ﹤0.01%
8,692
-1,353
5372
$218K ﹤0.01%
22,266
+1,249
5373
$218K ﹤0.01%
3,273
5374
$217K ﹤0.01%
36,448
+2,000
5375
$216K ﹤0.01%
60,115
+18,752
213 214
215
216 217