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
6551
$8.93K ﹤0.01%
220
6552
$8.91K ﹤0.01%
298
-136
6553
$8.91K ﹤0.01%
810
-409
6554
$8.89K ﹤0.01%
207
+183
6555
$8.88K ﹤0.01%
2,950
6556
$8.82K ﹤0.01%
+371
6557
$8.82K ﹤0.01%
2,916
-2,307
6558
$8.81K ﹤0.01%
1,940
6559
$8.8K ﹤0.01%
2,179
-31
6560
$8.79K ﹤0.01%
2,940
6561
$8.76K ﹤0.01%
+400
6562
$8.74K ﹤0.01%
812
+711
6563
$8.66K ﹤0.01%
1,812
-2,657
6564
$8.63K ﹤0.01%
6,693
-2,326
6565
$8.56K ﹤0.01%
+800
6566
$8.53K ﹤0.01%
200
6567
$8.48K ﹤0.01%
8,075
+385
6568
$8.48K ﹤0.01%
302
-748
6569
$8.46K ﹤0.01%
14,594
+12,452
6570
$8.44K ﹤0.01%
998
6571
$8.38K ﹤0.01%
355
6572
$8.36K ﹤0.01%
923
+860
6573
$8.35K ﹤0.01%
11,153
+7,386
6574
$8.3K ﹤0.01%
3,740
+2,996
6575
$8.23K ﹤0.01%
373
+67