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
2776
$14.4M ﹤0.01%
1,082,245
-129,031
2777
$14.4M ﹤0.01%
523,700
+385,916
2778
$14.4M ﹤0.01%
676,653
-23,191
2779
$14.4M ﹤0.01%
1,035,784
+60,800
2780
$14.4M ﹤0.01%
2,352,790
+1,105,871
2781
$14.3M ﹤0.01%
3,105,563
+511,798
2782
$14.3M ﹤0.01%
1,135,142
-21,613
2783
$14.3M ﹤0.01%
448,701
+398,903
2784
$14.3M ﹤0.01%
256,344
+7,595
2785
$14.3M ﹤0.01%
1,214,290
+330,409
2786
$14.3M ﹤0.01%
2,910,713
-602,352
2787
$14.3M ﹤0.01%
1,426,239
-404,475
2788
$14.2M ﹤0.01%
164,128
-13,852
2789
$14.2M ﹤0.01%
402,450
+17,117
2790
$14.2M ﹤0.01%
806,552
-363,125
2791
$14.2M ﹤0.01%
321,321
+51,878
2792
$14.2M ﹤0.01%
441,531
+46,791
2793
$14.2M ﹤0.01%
652,175
+10,009
2794
$14.2M ﹤0.01%
620,821
-47,601
2795
$14.2M ﹤0.01%
1,645,369
-127,172
2796
$14.2M ﹤0.01%
461,323
-98,033
2797
$14.1M ﹤0.01%
354,498
-50,142
2798
$14.1M ﹤0.01%
1,708,031
-99,644
2799
$14.1M ﹤0.01%
844,097
+207,425
2800
$14.1M ﹤0.01%
389,978
+60,782
110 111
112
113 114