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
5651
$113K ﹤0.01%
12,106
-14,097
5652
$113K ﹤0.01%
75,464
-1,798
5653
$113K ﹤0.01%
17,083
+11,657
5654
$113K ﹤0.01%
1,364
-8,860
5655
$113K ﹤0.01%
113,509
+44,666
5656
$113K ﹤0.01%
3,000
5657
$112K ﹤0.01%
34,364
-5,300
5658
$112K ﹤0.01%
280,821
-68,793
5659
$112K ﹤0.01%
28,429
-7,262
5660
$112K ﹤0.01%
4,142
-559
5661
$112K ﹤0.01%
18,031
-4,998
5662
$112K ﹤0.01%
7,194
-8
5663
$112K ﹤0.01%
4,402
-3,665
5664
$112K ﹤0.01%
4,841
+2,001
5665
$111K ﹤0.01%
35,602
+5,569
5666
$111K ﹤0.01%
+39,973
5667
$111K ﹤0.01%
3,459
+572
5668
$111K ﹤0.01%
26,372
-7,213
5669
$111K ﹤0.01%
44,919
-62,422
5670
$110K ﹤0.01%
149,757
-46,134
5671
$110K ﹤0.01%
7,766
-564
5672
$108K ﹤0.01%
38,792
-12,207
5673
$108K ﹤0.01%
3,199
-1,413
5674
$108K ﹤0.01%
9,652
5675
$107K ﹤0.01%
4,876
-2,368
225 226
227
228 229