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
2626
$17.1M ﹤0.01%
337,013
-37,531
2627
$17.1M ﹤0.01%
515,349
+23,424
2628
$17.1M ﹤0.01%
211,074
-178,805
2629
$17M ﹤0.01%
2,421,211
+1,069,054
2630
$17M ﹤0.01%
242,323
-31,753
2631
$17M ﹤0.01%
1,141,433
+157,143
2632
$17M ﹤0.01%
988,770
+114,015
2633
$17M ﹤0.01%
104,021
-234,015
2634
$17M ﹤0.01%
116,652
+2,737
2635
$16.9M ﹤0.01%
201,171
+18,101
2636
$16.9M ﹤0.01%
619,146
+124,950
2637
$16.8M ﹤0.01%
28,884
+1,787
2638
$16.7M ﹤0.01%
1,146,918
-55,406
2639
$16.7M ﹤0.01%
1,289,210
-669,203
2640
$16.7M ﹤0.01%
1,641,202
+133,316
2641
$16.7M ﹤0.01%
138,783
-11,244
2642
$16.6M ﹤0.01%
390,161
-55,773
2643
$16.6M ﹤0.01%
1,575,558
+18,499
2644
$16.6M ﹤0.01%
386,832
+49,254
2645
$16.5M ﹤0.01%
844,237
-54,754
2646
$16.5M ﹤0.01%
220,874
-132,571
2647
$16.5M ﹤0.01%
293,259
-64,674
2648
$16.5M ﹤0.01%
687,284
+160,139
2649
$16.5M ﹤0.01%
643,218
-44,979
2650
$16.5M ﹤0.01%
211,929
-40,328
104 105
106
107 108