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
5501
$162K ﹤0.01%
718,868
5502
$162K ﹤0.01%
21,404
+5,688
5503
$161K ﹤0.01%
700,000
5504
$161K ﹤0.01%
3,547
-1,094
5505
$161K ﹤0.01%
105,217
+49,949
5506
$161K ﹤0.01%
3,277
+2,373
5507
$160K ﹤0.01%
13,483
-35,650
5508
$160K ﹤0.01%
26,124
-118,378
5509
$160K ﹤0.01%
3,569
+1,067
5510
$160K ﹤0.01%
2,922
-3,605
5511
$159K ﹤0.01%
75,425
+1,223
5512
$159K ﹤0.01%
12,364
-1,732
5513
$158K ﹤0.01%
60,514
+16,724
5514
$156K ﹤0.01%
8,534
-300
5515
$156K ﹤0.01%
33,504
-3,716
5516
$156K ﹤0.01%
3,077
-3,415
5517
$156K ﹤0.01%
4,866
+2,881
5518
$155K ﹤0.01%
4,984
-1,104
5519
$155K ﹤0.01%
150,495
+4,762
5520
$154K ﹤0.01%
+17,464
5521
$154K ﹤0.01%
19,737
-22,827
5522
$153K ﹤0.01%
40,303
5523
$152K ﹤0.01%
151,639
-6,140
5524
$151K ﹤0.01%
60,540
-1,600
5525
$151K ﹤0.01%
17,264
+14,236
219 220
221
222 223