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
5851
$67.7K ﹤0.01%
7,901
5852
$67.6K ﹤0.01%
+1,800
5853
$67.4K ﹤0.01%
1,232
+586
5854
$67.4K ﹤0.01%
2,577
-894
5855
$67K ﹤0.01%
+2,644
5856
$66.9K ﹤0.01%
+6,466
5857
$66.8K ﹤0.01%
17,531
-140
5858
$66.6K ﹤0.01%
12,359
-3,266
5859
$66K ﹤0.01%
5,452
+2,327
5860
$65.8K ﹤0.01%
444,616
5861
$65.6K ﹤0.01%
21,215
+5,768
5862
$65.5K ﹤0.01%
9,094
-1,888
5863
$65.5K ﹤0.01%
4,400
+670
5864
$65.4K ﹤0.01%
107,237
+59,525
5865
$65.3K ﹤0.01%
8,432
+983
5866
$65.3K ﹤0.01%
14,541
-596
5867
$65.3K ﹤0.01%
262
-205
5868
$65.2K ﹤0.01%
1,713
-1,030
5869
$64.9K ﹤0.01%
2,217
+50
5870
$64.9K ﹤0.01%
2,328
5871
$64.8K ﹤0.01%
1,467
-1,297
5872
$63.9K ﹤0.01%
1,748
+11
5873
$63.8K ﹤0.01%
5,995
-446
5874
$63.5K ﹤0.01%
54,741
-3,602
5875
$63.5K ﹤0.01%
3,901
+1,808