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
2551
$18.1M ﹤0.01%
917,450
-63,470
2552
$18.1M ﹤0.01%
3,471,065
-841,859
2553
$18.1M ﹤0.01%
1,211,194
-461,892
2554
$18.1M ﹤0.01%
332,726
-18,605
2555
$18M ﹤0.01%
910,077
-9,565
2556
$18M ﹤0.01%
976,549
+157,803
2557
$18M ﹤0.01%
331,711
+23,908
2558
$18M ﹤0.01%
2,681,409
+1,413,959
2559
$18M ﹤0.01%
1,967,776
+374,196
2560
$18M ﹤0.01%
838,385
+211,572
2561
$18M ﹤0.01%
1,225,468
+52,417
2562
$18M ﹤0.01%
392,585
-74,128
2563
$18M ﹤0.01%
1,894,243
-540,787
2564
$17.9M ﹤0.01%
534,008
-32,344
2565
$17.9M ﹤0.01%
646,880
-42,593
2566
$17.9M ﹤0.01%
301,206
-25,334
2567
$17.9M ﹤0.01%
3,102,290
+1,185,186
2568
$17.9M ﹤0.01%
1,043,622
-1,133,093
2569
$17.9M ﹤0.01%
731,011
-39,960
2570
$17.9M ﹤0.01%
283,113
+53,238
2571
$17.9M ﹤0.01%
2,334,893
+178,058
2572
$17.8M ﹤0.01%
213,420
-21,230
2573
$17.8M ﹤0.01%
614,015
+98,168
2574
$17.8M ﹤0.01%
1,085,698
+4,635
2575
$17.8M ﹤0.01%
+665,138
101 102
103
104 105