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
2801
$14.1M ﹤0.01%
1,150,711
-301,724
2802
$14.1M ﹤0.01%
487,267
-9,106
2803
$14.1M ﹤0.01%
866,344
+40,852
2804
$14.1M ﹤0.01%
203,237
+7,703
2805
$14M ﹤0.01%
2,275,387
+487,466
2806
$14M ﹤0.01%
953,066
+165,908
2807
$14M ﹤0.01%
526,881
+164,888
2808
$14M ﹤0.01%
73,316
+14,842
2809
$14M ﹤0.01%
959,082
+13,080
2810
$14M ﹤0.01%
576,618
+40,172
2811
$13.9M ﹤0.01%
138,725
-52,442
2812
$13.9M ﹤0.01%
287,140
-52,974
2813
$13.9M ﹤0.01%
356,031
-174,477
2814
$13.9M ﹤0.01%
153,465
-957
2815
$13.8M ﹤0.01%
888,367
+475,706
2816
$13.8M ﹤0.01%
237,986
-2,649
2817
$13.8M ﹤0.01%
2,314,807
+1,176,397
2818
$13.8M ﹤0.01%
57,074
+2,532
2819
$13.8M ﹤0.01%
483,280
-66,588
2820
$13.8M ﹤0.01%
292,752
+116,474
2821
$13.8M ﹤0.01%
533,703
-24,096
2822
$13.8M ﹤0.01%
208,494
-19,776
2823
$13.8M ﹤0.01%
653,048
+1,234
2824
$13.8M ﹤0.01%
253,009
-19,358
2825
$13.8M ﹤0.01%
907,035
-83,333
111 112
113
114 115