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
5801
$78.7K ﹤0.01%
1,373
-1,201
5802
$78.6K ﹤0.01%
5,218
+843
5803
$78.5K ﹤0.01%
7,664
-833
5804
$78.4K ﹤0.01%
2
+1
5805
$77.9K ﹤0.01%
4,431
-1,714
5806
$77.7K ﹤0.01%
3,619
+689
5807
$77.6K ﹤0.01%
1,878
+1,445
5808
$77.4K ﹤0.01%
15,236
-1,859
5809
$77K ﹤0.01%
4,899
-1,562
5810
$76.9K ﹤0.01%
3,675
-10,665
5811
$76.8K ﹤0.01%
2,500
5812
$76.4K ﹤0.01%
1,704
+1,203
5813
$75.7K ﹤0.01%
7,755
-147,165
5814
$75.7K ﹤0.01%
34,714
-3,077
5815
$75.6K ﹤0.01%
6,887
+486
5816
$75.6K ﹤0.01%
4,445
5817
$75.6K ﹤0.01%
19,425
+7,487
5818
$75.3K ﹤0.01%
8,414
+1,809
5819
$75.2K ﹤0.01%
61,673
-18,034
5820
$74.8K ﹤0.01%
7,076
-34,645
5821
$74.7K ﹤0.01%
4,108
5822
$74.6K ﹤0.01%
11,128
+6,442
5823
$73.6K ﹤0.01%
12,287
-6,446
5824
$73.6K ﹤0.01%
30,646
-15,768
5825
$72.9K ﹤0.01%
10,479
-6,455