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
2951
$11.9M ﹤0.01%
199,721
+13,749
2952
$11.9M ﹤0.01%
721,541
+361,283
2953
$11.9M ﹤0.01%
1,063,803
-43,935
2954
$11.9M ﹤0.01%
1,960,210
+224,439
2955
$11.8M ﹤0.01%
773,530
+207,134
2956
$11.8M ﹤0.01%
1,976,864
-545,559
2957
$11.8M ﹤0.01%
1,080,383
-722,654
2958
$11.8M ﹤0.01%
388,513
-260,961
2959
$11.8M ﹤0.01%
453,056
-14
2960
$11.8M ﹤0.01%
206,890
-53,275
2961
$11.8M ﹤0.01%
1,543,264
+275,436
2962
$11.8M ﹤0.01%
163,292
-14,831
2963
$11.8M ﹤0.01%
300,859
+22,349
2964
$11.7M ﹤0.01%
226,649
+6,253
2965
$11.7M ﹤0.01%
271,604
+200,194
2966
$11.7M ﹤0.01%
1,376,018
+143,041
2967
$11.7M ﹤0.01%
638,475
-65,407
2968
$11.7M ﹤0.01%
1,846,795
+600,841
2969
$11.7M ﹤0.01%
293,943
+40,302
2970
$11.7M ﹤0.01%
1,386,188
-6,312
2971
$11.7M ﹤0.01%
195,007
+26,741
2972
$11.7M ﹤0.01%
169,211
+1,355
2973
$11.6M ﹤0.01%
1,698,391
+63,576
2974
$11.6M ﹤0.01%
448,700
+46,502
2975
$11.6M ﹤0.01%
1,033,274
-24,662
117 118
119
120 121