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
5951
$53.2K ﹤0.01%
15,777
-6,139
5952
$53.1K ﹤0.01%
+34,244
5953
$52.9K ﹤0.01%
10,125
5954
$52.7K ﹤0.01%
+2,579
5955
$52.7K ﹤0.01%
32,930
-33,033
5956
$52.6K ﹤0.01%
21,128
+10,222
5957
$52K ﹤0.01%
40,651
-18,209
5958
$52K ﹤0.01%
3,041
-1,120
5959
$51.9K ﹤0.01%
1,111
+495
5960
$51.6K ﹤0.01%
6,032
-3,311
5961
$51.4K ﹤0.01%
8,633
+20
5962
$51.3K ﹤0.01%
3,533
-279
5963
$51.2K ﹤0.01%
9,559
+6,879
5964
$51.1K ﹤0.01%
7,300
5965
$51K ﹤0.01%
3,500
-513
5966
$50.9K ﹤0.01%
1,199
+49
5967
$50.8K ﹤0.01%
524
-146
5968
$50.7K ﹤0.01%
4,490
-411
5969
$50.7K ﹤0.01%
11,673
+1,195
5970
$50.6K ﹤0.01%
35,143
-112,257
5971
$50.6K ﹤0.01%
5,900
+255
5972
$50.5K ﹤0.01%
9,932
-4,664
5973
$50.3K ﹤0.01%
6,081
5974
$50.1K ﹤0.01%
1,768
+863
5975
$50K ﹤0.01%
13,741
-39,668
237 238
239
240 241