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
2826
$13.8M ﹤0.01%
212,496
+70,249
2827
$13.7M ﹤0.01%
323,914
+11,458
2828
$13.7M ﹤0.01%
119,989
-16,019
2829
$13.7M ﹤0.01%
+397,069
2830
$13.7M ﹤0.01%
1,647,401
-49,459
2831
$13.7M ﹤0.01%
174,032
+28,975
2832
$13.7M ﹤0.01%
3,204,562
-314,053
2833
$13.6M ﹤0.01%
202,325
-144,306
2834
$13.6M ﹤0.01%
278,700
-55,318
2835
$13.6M ﹤0.01%
631,249
-7,853
2836
$13.6M ﹤0.01%
951,854
-16,341
2837
$13.6M ﹤0.01%
640,834
+70,869
2838
$13.5M ﹤0.01%
4,199,093
+38,339
2839
$13.5M ﹤0.01%
715,529
+197,068
2840
$13.5M ﹤0.01%
758,822
+319,095
2841
$13.4M ﹤0.01%
2,450,768
-25,576
2842
$13.4M ﹤0.01%
910,333
+40,620
2843
$13.4M ﹤0.01%
752,720
-40,700
2844
$13.4M ﹤0.01%
161,472
+8,395
2845
$13.4M ﹤0.01%
161,990
+7,219
2846
$13.4M ﹤0.01%
272,371
-45,121
2847
$13.3M ﹤0.01%
706,498
-14,949
2848
$13.3M ﹤0.01%
810,601
-155,403
2849
$13.3M ﹤0.01%
340,300
+4,519
2850
$13.3M ﹤0.01%
366,827
+6,940
112 113
114
115 116