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
2726
$15.3M ﹤0.01%
202,982
-18,966
2727
$15.3M ﹤0.01%
163,772
-19,525
2728
$15.2M ﹤0.01%
844,822
+163,271
2729
$15.2M ﹤0.01%
498,434
-39,539
2730
$15.2M ﹤0.01%
1,256,185
+93,234
2731
$15.2M ﹤0.01%
511,321
-234,838
2732
$15.2M ﹤0.01%
328,367
-12,790
2733
$15.2M ﹤0.01%
160,941
+8,307
2734
$15.1M ﹤0.01%
1,266,646
+70,569
2735
$15.1M ﹤0.01%
+300,000
2736
$15.1M ﹤0.01%
670,682
-76,759
2737
$15.1M ﹤0.01%
465,913
+56,061
2738
$15.1M ﹤0.01%
289,921
+82,067
2739
$15.1M ﹤0.01%
320,836
-84,272
2740
$15.1M ﹤0.01%
514,092
+184,811
2741
$15.1M ﹤0.01%
2,553,250
-865,784
2742
$15.1M ﹤0.01%
1,688,667
+270,047
2743
$15M ﹤0.01%
425,333
-47,913
2744
$15M ﹤0.01%
1,462,216
-49,886
2745
$15M ﹤0.01%
1,941,981
+53,230
2746
$14.9M ﹤0.01%
271,475
+74,789
2747
$14.9M ﹤0.01%
620,347
+77,505
2748
$14.9M ﹤0.01%
830,071
+167,598
2749
$14.9M ﹤0.01%
1,084,674
+152,833
2750
$14.9M ﹤0.01%
1,130,894
-3,608
108 109
110
111 112