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
5551
$143K ﹤0.01%
71,577
-2,493
5552
$142K ﹤0.01%
7,422
+1,709
5553
$141K ﹤0.01%
7,856
-1,628
5554
$140K ﹤0.01%
49,565
+4,009
5555
$140K ﹤0.01%
6,552
-253
5556
$140K ﹤0.01%
32,714
-1,066
5557
$139K ﹤0.01%
10,887
-2,513
5558
$139K ﹤0.01%
3,980
5559
$138K ﹤0.01%
6,019
+25
5560
$137K ﹤0.01%
3,523
+2,023
5561
$137K ﹤0.01%
45,427
-3,079
5562
$137K ﹤0.01%
78,962
-30,904
5563
$136K ﹤0.01%
62,494
-121,719
5564
$136K ﹤0.01%
4,695
-1,039
5565
$135K ﹤0.01%
27,911
-23,539
5566
$134K ﹤0.01%
3,837
5567
$134K ﹤0.01%
17,148
-4,496
5568
$134K ﹤0.01%
4,861
+101
5569
$134K ﹤0.01%
8,500
+8,476
5570
$133K ﹤0.01%
3,425
5571
$133K ﹤0.01%
4,504
+317
5572
$133K ﹤0.01%
25,516
-21,758
5573
$132K ﹤0.01%
5,743
+3,899
5574
$132K ﹤0.01%
14,240
-2,017
5575
$132K ﹤0.01%
4,741
221 222
223
224 225