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
5601
$125K ﹤0.01%
12,919
-4,900
5602
$124K ﹤0.01%
5,316
-19
5603
$124K ﹤0.01%
4,951
+2,159
5604
$124K ﹤0.01%
17,509
-272
5605
$124K ﹤0.01%
164,430
-190,425
5606
$124K ﹤0.01%
41,959
+12,843
5607
$123K ﹤0.01%
4,746
+3,636
5608
$123K ﹤0.01%
2,962
+2,008
5609
$123K ﹤0.01%
48,251
+13,712
5610
$123K ﹤0.01%
2,256
+156
5611
$123K ﹤0.01%
119,561
-15,954
5612
$122K ﹤0.01%
6,932
+620
5613
$121K ﹤0.01%
9,335
-2,660
5614
$121K ﹤0.01%
11,669
+9,153
5615
$121K ﹤0.01%
36,861
-4,000
5616
$120K ﹤0.01%
2,982
+997
5617
$120K ﹤0.01%
29,002
-49
5618
$119K ﹤0.01%
15,107
-1,793
5619
$118K ﹤0.01%
3,225
-275
5620
$118K ﹤0.01%
25,353
-6,037
5621
$118K ﹤0.01%
+6,015
5622
$118K ﹤0.01%
1,471
+406
5623
$118K ﹤0.01%
43,717
+7,144
5624
$118K ﹤0.01%
6,129
+130
5625
$118K ﹤0.01%
196,348
+19,494
223 224
225
226 227