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
2576
$17.8M ﹤0.01%
653,912
+8,247
2577
$17.8M ﹤0.01%
531,939
+22,785
2578
$17.8M ﹤0.01%
863,932
+512,021
2579
$17.8M ﹤0.01%
1,455,704
-25,499
2580
$17.8M ﹤0.01%
1,810,935
-36,874
2581
$17.7M ﹤0.01%
377,353
+70,314
2582
$17.7M ﹤0.01%
728,495
-65,404
2583
$17.7M ﹤0.01%
633,222
+242,773
2584
$17.7M ﹤0.01%
899,716
-327,854
2585
$17.7M ﹤0.01%
6,218,050
+620,083
2586
$17.7M ﹤0.01%
895,729
+129,225
2587
$17.7M ﹤0.01%
795,899
+157,949
2588
$17.7M ﹤0.01%
371,905
+7,943
2589
$17.7M ﹤0.01%
434,564
-124,442
2590
$17.7M ﹤0.01%
495,489
-21,686
2591
$17.6M ﹤0.01%
1,916,050
-196,990
2592
$17.6M ﹤0.01%
226,031
+6,191
2593
$17.6M ﹤0.01%
373,967
+8,942
2594
$17.6M ﹤0.01%
150,977
+333
2595
$17.6M ﹤0.01%
1,089,620
+279,070
2596
$17.6M ﹤0.01%
675,434
+64,438
2597
$17.6M ﹤0.01%
2,565,917
+40,713
2598
$17.5M ﹤0.01%
599,786
+21,293
2599
$17.5M ﹤0.01%
389,002
-24,872
2600
$17.5M ﹤0.01%
186,482
+535
102 103
104
105 106