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
6226
$24.1K ﹤0.01%
756
-6,400
6227
$23.9K ﹤0.01%
1,659
6228
$23.7K ﹤0.01%
1,018
+634
6229
$23.5K ﹤0.01%
+1,288
6230
$23.4K ﹤0.01%
7,649
-2,767
6231
$23.3K ﹤0.01%
34,973
-43,004
6232
$23.3K ﹤0.01%
1,026
-380
6233
$23K ﹤0.01%
3,851
+1,777
6234
$22.9K ﹤0.01%
548
6235
$22.9K ﹤0.01%
5,607
-706
6236
$22.7K ﹤0.01%
2,575
+275
6237
$22.6K ﹤0.01%
15,292
6238
$22.6K ﹤0.01%
7,218
+1,171
6239
$22.5K ﹤0.01%
8,724
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6240
$22.5K ﹤0.01%
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6241
$22.5K ﹤0.01%
1,100
-355
6242
$22.4K ﹤0.01%
109
-3,680
6243
$22.4K ﹤0.01%
+1,925
6244
$22.2K ﹤0.01%
1,047
-101
6245
$22.2K ﹤0.01%
7,110
+1,300
6246
$22.2K ﹤0.01%
3,289
6247
$22.1K ﹤0.01%
1,701
6248
$22.1K ﹤0.01%
5,656
+2,673
6249
$21.9K ﹤0.01%
62,777
-7,000
6250
$21.9K ﹤0.01%
10