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
2651
$16.5M ﹤0.01%
1,171,052
-21,936
2652
$16.5M ﹤0.01%
710,353
-82,114
2653
$16.5M ﹤0.01%
2,275,131
+194,694
2654
$16.4M ﹤0.01%
5,671,506
+907,632
2655
$16.4M ﹤0.01%
410,340
-139,467
2656
$16.4M ﹤0.01%
431,068
+22,300
2657
$16.4M ﹤0.01%
322,450
+48,630
2658
$16.4M ﹤0.01%
850,096
-68,528
2659
$16.4M ﹤0.01%
394,671
+15,881
2660
$16.4M ﹤0.01%
2,000,700
+502,448
2661
$16.4M ﹤0.01%
331,081
+107,004
2662
$16.3M ﹤0.01%
667,665
-301,847
2663
$16.3M ﹤0.01%
1,088,435
+369,877
2664
$16.3M ﹤0.01%
768,948
-29,445
2665
$16.2M ﹤0.01%
532,059
+297,737
2666
$16.2M ﹤0.01%
1,528,105
+443,203
2667
$16.2M ﹤0.01%
1,569,513
-54,539
2668
$16.2M ﹤0.01%
1,685,298
+747,598
2669
$16.2M ﹤0.01%
274,974
-160,593
2670
$16.2M ﹤0.01%
274,195
+14,067
2671
$16.1M ﹤0.01%
245,097
-155,959
2672
$16.1M ﹤0.01%
674,287
+527,733
2673
$16.1M ﹤0.01%
1,539,850
-45,396
2674
$16.1M ﹤0.01%
1,019,862
-121,237
2675
$16.1M ﹤0.01%
117,918
+9,055
105 106
107
108 109