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
2701
$15.7M ﹤0.01%
856,973
+154,695
2702
$15.6M ﹤0.01%
2,783,830
-641,715
2703
$15.6M ﹤0.01%
977,785
+226,599
2704
$15.6M ﹤0.01%
750,187
+4,318
2705
$15.6M ﹤0.01%
401,974
-25,975
2706
$15.6M ﹤0.01%
132,600
+1,356
2707
$15.6M ﹤0.01%
945,682
+340,996
2708
$15.6M ﹤0.01%
232,969
-3,639
2709
$15.6M ﹤0.01%
1,263,955
-42,536
2710
$15.6M ﹤0.01%
1,538,940
-1,083,088
2711
$15.5M ﹤0.01%
731,781
-34,847
2712
$15.5M ﹤0.01%
394,849
+9,694
2713
$15.5M ﹤0.01%
128,042
+14,758
2714
$15.5M ﹤0.01%
1,045,451
+28,704
2715
$15.4M ﹤0.01%
4,241,493
-552,679
2716
$15.4M ﹤0.01%
303,600
-5,108
2717
$15.4M ﹤0.01%
1,950,603
+107,273
2718
$15.4M ﹤0.01%
549,908
+43,843
2719
$15.4M ﹤0.01%
341,317
-76,321
2720
$15.4M ﹤0.01%
3,254,542
-41,806
2721
$15.3M ﹤0.01%
3,135,313
-1,105,749
2722
$15.3M ﹤0.01%
1,726,914
+152,340
2723
$15.3M ﹤0.01%
3,144,302
-832,289
2724
$15.3M ﹤0.01%
680,599
+17,225
2725
$15.3M ﹤0.01%
372,607
+94,156
107 108
109
110 111