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
3051
$10.8M ﹤0.01%
186,816
-651
3052
$10.8M ﹤0.01%
853,784
+39,384
3053
$10.7M ﹤0.01%
602,062
+17,632
3054
$10.7M ﹤0.01%
318,025
-16,357
3055
$10.7M ﹤0.01%
1,775,315
+308,627
3056
$10.7M ﹤0.01%
591,086
+364,428
3057
$10.7M ﹤0.01%
576,774
+434,872
3058
$10.7M ﹤0.01%
420,021
-252,269
3059
$10.7M ﹤0.01%
1,199,148
-196,260
3060
$10.7M ﹤0.01%
5,261,130
+180,834
3061
$10.7M ﹤0.01%
3,681,766
+1,060,247
3062
$10.7M ﹤0.01%
913,095
+19,027
3063
$10.7M ﹤0.01%
1,277,472
+10,130
3064
$10.7M ﹤0.01%
+213,444
3065
$10.6M ﹤0.01%
888,202
-2,747
3066
$10.6M ﹤0.01%
213,400
-211,538
3067
$10.6M ﹤0.01%
1,037,796
+177,685
3068
$10.6M ﹤0.01%
256,137
+10,200
3069
$10.6M ﹤0.01%
275,461
+36,182
3070
$10.6M ﹤0.01%
255,015
+78,577
3071
$10.5M ﹤0.01%
196,271
+2,646
3072
$10.5M ﹤0.01%
325,432
-13,272
3073
$10.5M ﹤0.01%
67,297
-1,616
3074
$10.5M ﹤0.01%
330,355
-19,484
3075
$10.5M ﹤0.01%
697,624
+1,081
121 122
123
124 125