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
5776
$84.5K ﹤0.01%
33,418
-37
5777
$84.5K ﹤0.01%
+2,619
5778
$84.4K ﹤0.01%
38,193
-34,087
5779
$84.2K ﹤0.01%
127,634
-2,297
5780
$84.1K ﹤0.01%
372
+112
5781
$83.4K ﹤0.01%
8,299
+260
5782
$83.3K ﹤0.01%
2,500
5783
$83.2K ﹤0.01%
6,674
-1,094
5784
$83.2K ﹤0.01%
19,116
+12,322
5785
$83.1K ﹤0.01%
44,453
5786
$83K ﹤0.01%
908
+793
5787
$82.8K ﹤0.01%
43,347
-5,496
5788
$82.1K ﹤0.01%
13,578
+557
5789
$82.1K ﹤0.01%
63,660
-20,616
5790
$82.1K ﹤0.01%
360
-92
5791
$82K ﹤0.01%
2,414
+108
5792
$81.5K ﹤0.01%
8,762
-6,488
5793
$81.3K ﹤0.01%
1,424
-650
5794
$81K ﹤0.01%
9,919
-100
5795
$81K ﹤0.01%
5,852
-327
5796
$80.8K ﹤0.01%
3,000
5797
$80.6K ﹤0.01%
5,413
5798
$80.5K ﹤0.01%
2,527
-202
5799
$79.9K ﹤0.01%
121,975
+4,290
5800
$78.9K ﹤0.01%
7,734
+1,600