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
2976
$11.6M ﹤0.01%
264,830
+60,824
2977
$11.6M ﹤0.01%
169,299
-12,424
2978
$11.6M ﹤0.01%
585,421
-309,874
2979
$11.6M ﹤0.01%
1,271,383
+104,868
2980
$11.6M ﹤0.01%
340,930
-84,429
2981
$11.5M ﹤0.01%
263,679
+945
2982
$11.5M ﹤0.01%
307,816
+16,273
2983
$11.5M ﹤0.01%
51,143
-1,183
2984
$11.5M ﹤0.01%
778,486
-272,334
2985
$11.5M ﹤0.01%
115,220
-67,574
2986
$11.5M ﹤0.01%
1,577,333
+319,079
2987
$11.5M ﹤0.01%
782,303
-68,923
2988
$11.5M ﹤0.01%
440,159
+544
2989
$11.5M ﹤0.01%
614,348
-130,642
2990
$11.5M ﹤0.01%
2,913,784
-7,292
2991
$11.5M ﹤0.01%
695,364
+176,920
2992
$11.4M ﹤0.01%
484,034
-14,707
2993
$11.3M ﹤0.01%
772,885
+218,035
2994
$11.3M ﹤0.01%
656,069
-108,739
2995
$11.3M ﹤0.01%
1,550,990
+1,017,584
2996
$11.3M ﹤0.01%
114,630
+659
2997
$11.3M ﹤0.01%
285,071
+67,190
2998
$11.3M ﹤0.01%
1,264,561
-373,055
2999
$11.3M ﹤0.01%
2,482,125
-1,015,483
3000
$11.3M ﹤0.01%
2,888,052
-695,632
118 119
120
121 122