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
2901
$12.5M ﹤0.01%
2,839,751
-1,092,774
2902
$12.5M ﹤0.01%
578,148
+285,209
2903
$12.5M ﹤0.01%
908,879
+110,114
2904
$12.5M ﹤0.01%
529,652
+27,410
2905
$12.5M ﹤0.01%
439,910
-7,136
2906
$12.5M ﹤0.01%
373,121
-355,253
2907
$12.4M ﹤0.01%
326,416
-65,071
2908
$12.4M ﹤0.01%
572,073
+98,228
2909
$12.4M ﹤0.01%
409,438
-143,069
2910
$12.4M ﹤0.01%
586,964
+45,315
2911
$12.4M ﹤0.01%
581,529
+60,471
2912
$12.4M ﹤0.01%
155,697
-4,014
2913
$12.3M ﹤0.01%
847,528
-27,103
2914
$12.3M ﹤0.01%
479,099
-2,015
2915
$12.3M ﹤0.01%
566,202
+52,604
2916
$12.3M ﹤0.01%
1,645,010
+180,721
2917
$12.3M ﹤0.01%
729,575
-179,677
2918
$12.3M ﹤0.01%
10,593
-4,810
2919
$12.3M ﹤0.01%
197,147
+21,148
2920
$12.2M ﹤0.01%
380,042
-10,261
2921
$12.2M ﹤0.01%
308,756
+76,796
2922
$12.2M ﹤0.01%
84,028
+13,483
2923
$12.2M ﹤0.01%
527,962
+187,088
2924
$12.2M ﹤0.01%
330,201
-23,069
2925
$12.2M ﹤0.01%
372,891
+330,335
115 116
117
118 119