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
5401
$201K ﹤0.01%
7,605
+5,115
5402
$200K ﹤0.01%
1,916
+1,099
5403
$199K ﹤0.01%
7,598
+5,613
5404
$199K ﹤0.01%
105,858
-216,072
5405
$198K ﹤0.01%
1,090
-732
5406
$198K ﹤0.01%
39,842
-3,580
5407
$196K ﹤0.01%
26,340
+9,249
5408
$195K ﹤0.01%
2,548
+2,170
5409
$195K ﹤0.01%
35,281
-2,398
5410
$194K ﹤0.01%
44,166
-1,674
5411
$194K ﹤0.01%
37,913
+28,314
5412
$193K ﹤0.01%
6,355
+508
5413
$192K ﹤0.01%
21,176
+4,547
5414
$192K ﹤0.01%
37,761
-10,576
5415
$192K ﹤0.01%
7,563
-1,555
5416
$192K ﹤0.01%
22,490
-2,382
5417
$192K ﹤0.01%
82,411
+2,402
5418
$192K ﹤0.01%
9,440
+3,789
5419
$191K ﹤0.01%
460,471
-85,975
5420
$191K ﹤0.01%
12,399
+478
5421
$191K ﹤0.01%
73,871
-23,520
5422
$190K ﹤0.01%
5,484
+992
5423
$190K ﹤0.01%
4,749
-12
5424
$190K ﹤0.01%
108,107
-10,255
5425
$190K ﹤0.01%
12,634
-103
215 216
217
218 219