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
2876
$12.9M ﹤0.01%
353,619
+25,238
2877
$12.9M ﹤0.01%
+240,869
2878
$12.9M ﹤0.01%
715,170
-74,960
2879
$12.8M ﹤0.01%
133,382
-20,139
2880
$12.8M ﹤0.01%
858,202
-165,962
2881
$12.8M ﹤0.01%
3,136,883
+1,699,182
2882
$12.8M ﹤0.01%
497,866
-31,510
2883
$12.8M ﹤0.01%
219,653
+37,820
2884
$12.7M ﹤0.01%
336,198
+157,276
2885
$12.7M ﹤0.01%
430,703
-8,769
2886
$12.7M ﹤0.01%
441,636
-486,110
2887
$12.7M ﹤0.01%
159,000
-31,943
2888
$12.7M ﹤0.01%
342,511
+145,095
2889
$12.7M ﹤0.01%
986,009
-96,370
2890
$12.7M ﹤0.01%
2,641,989
+150,121
2891
$12.7M ﹤0.01%
268,922
+56,421
2892
$12.7M ﹤0.01%
318,630
-65,513
2893
$12.7M ﹤0.01%
95,239
-16,639
2894
$12.6M ﹤0.01%
996,755
+103,928
2895
$12.6M ﹤0.01%
1,819,328
+86,872
2896
$12.6M ﹤0.01%
522,129
-313,063
2897
$12.6M ﹤0.01%
1,055,627
-617,004
2898
$12.5M ﹤0.01%
914,746
-53,299
2899
$12.5M ﹤0.01%
166,966
+4,166
2900
$12.5M ﹤0.01%
611,224
+48,737
114 115
116
117 118