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
5876
$63.4K ﹤0.01%
3,366
5877
$63.3K ﹤0.01%
22,051
+5,782
5878
$63.2K ﹤0.01%
3,158
5879
$63.1K ﹤0.01%
7,892
-3,521
5880
$62.9K ﹤0.01%
12,550
-300,268
5881
$62.7K ﹤0.01%
47,515
-47,634
5882
$62.6K ﹤0.01%
60,226
+1,376
5883
$62.6K ﹤0.01%
2,493
+778
5884
$62.4K ﹤0.01%
11,300
-5,709
5885
$62.3K ﹤0.01%
652
-1,760
5886
$62.1K ﹤0.01%
4,645
5887
$62.1K ﹤0.01%
+6,839
5888
$61.9K ﹤0.01%
1,180
-400
5889
$61.7K ﹤0.01%
+1,521
5890
$61.5K ﹤0.01%
4,106
-124
5891
$61.4K ﹤0.01%
4,631
-1,942
5892
$61.2K ﹤0.01%
42,778
+21,083
5893
$60.7K ﹤0.01%
4,230
+239
5894
$60.7K ﹤0.01%
14,562
-722
5895
$60.6K ﹤0.01%
53,633
+10,298
5896
$60.6K ﹤0.01%
404
-575
5897
$60.5K ﹤0.01%
2,060
5898
$60.2K ﹤0.01%
35,610
-13,791
5899
$60.1K ﹤0.01%
1,081
-384
5900
$60.1K ﹤0.01%
48,481
-37,628