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
2601
$17.5M ﹤0.01%
739,433
-1,020,063
2602
$17.5M ﹤0.01%
1,379,914
+168,493
2603
$17.5M ﹤0.01%
1,914,047
+150,670
2604
$17.5M ﹤0.01%
708,910
+34,820
2605
$17.5M ﹤0.01%
2,403,938
+685,854
2606
$17.4M ﹤0.01%
175,387
+53,165
2607
$17.4M ﹤0.01%
952,119
-99,727
2608
$17.4M ﹤0.01%
564,317
-202,385
2609
$17.4M ﹤0.01%
106,615
+70,073
2610
$17.4M ﹤0.01%
377,357
+51,716
2611
$17.4M ﹤0.01%
368,736
-211,416
2612
$17.4M ﹤0.01%
852,507
+342,867
2613
$17.3M ﹤0.01%
669,660
-1,800,180
2614
$17.2M ﹤0.01%
577,850
-205,943
2615
$17.2M ﹤0.01%
758,531
-359,862
2616
$17.2M ﹤0.01%
2,111,526
+620,591
2617
$17.2M ﹤0.01%
1,878,138
+69,915
2618
$17.2M ﹤0.01%
809,549
+237,400
2619
$17.2M ﹤0.01%
534,280
-37,264
2620
$17.2M ﹤0.01%
449,543
+9,409
2621
$17.2M ﹤0.01%
529,349
+18,384
2622
$17.1M ﹤0.01%
678,726
+253,242
2623
$17.1M ﹤0.01%
1,184,365
-52,264
2624
$17.1M ﹤0.01%
281,746
+23,752
2625
$17.1M ﹤0.01%
297,159
+77
103 104
105
106 107