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
2851
$13.3M ﹤0.01%
603,552
-60,410
2852
$13.3M ﹤0.01%
29,125
-11,088
2853
$13.2M ﹤0.01%
1,733,274
-44,645
2854
$13.2M ﹤0.01%
152,417
-3,896
2855
$13.2M ﹤0.01%
2,688,471
+1,440,100
2856
$13.2M ﹤0.01%
1,335,528
-249,089
2857
$13.2M ﹤0.01%
588,465
+39,922
2858
$13.1M ﹤0.01%
1,809,934
+528,355
2859
$13.1M ﹤0.01%
811,561
-228,836
2860
$13.1M ﹤0.01%
189,826
+9,203
2861
$13.1M ﹤0.01%
1,360,896
-148,546
2862
$13.1M ﹤0.01%
910,105
+95,408
2863
$13.1M ﹤0.01%
1,291,761
-93,811
2864
$13M ﹤0.01%
338,883
-198,173
2865
$13M ﹤0.01%
1,387,416
+697,690
2866
$13M ﹤0.01%
1,094,935
+31,180
2867
$13M ﹤0.01%
283,154
+21,902
2868
$13M ﹤0.01%
268,860
+116,265
2869
$13M ﹤0.01%
774,096
+55,695
2870
$13M ﹤0.01%
466,883
-92,426
2871
$12.9M ﹤0.01%
1,025,153
+209,848
2872
$12.9M ﹤0.01%
1,825,824
+956,027
2873
$12.9M ﹤0.01%
4,182,683
+312,603
2874
$12.9M ﹤0.01%
297,521
+9,182
2875
$12.9M ﹤0.01%
4,453,350
+1,409,290
113 114
115
116 117