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
3076
$10.4M ﹤0.01%
198,942
-7,759
3077
$10.4M ﹤0.01%
631,695
-5,921
3078
$10.4M ﹤0.01%
199,610
+6,981
3079
$10.4M ﹤0.01%
1,334,697
-370,261
3080
$10.4M ﹤0.01%
492,723
-14,065
3081
$10.4M ﹤0.01%
1,707,067
+588,168
3082
$10.4M ﹤0.01%
316,409
+46,939
3083
$10.4M ﹤0.01%
689,729
+247,356
3084
$10.4M ﹤0.01%
883,130
+374,556
3085
$10.4M ﹤0.01%
1,259,868
+605,716
3086
$10.4M ﹤0.01%
251,523
+54,308
3087
$10.4M ﹤0.01%
4,334,241
+2,407,829
3088
$10.3M ﹤0.01%
216,318
+13,364
3089
$10.3M ﹤0.01%
380,305
-8,086
3090
$10.3M ﹤0.01%
237,584
+5,586
3091
$10.3M ﹤0.01%
138,827
-29,080
3092
$10.3M ﹤0.01%
261,461
-4,646
3093
$10.3M ﹤0.01%
972,156
-1,544,205
3094
$10.3M ﹤0.01%
522,252
-9,709
3095
$10.3M ﹤0.01%
1,607,033
-257,350
3096
$10.2M ﹤0.01%
877,245
+294,921
3097
$10.2M ﹤0.01%
494,068
-136,633
3098
$10.2M ﹤0.01%
2,530,114
+23,209
3099
$10.2M ﹤0.01%
697,284
+279,053
3100
$10.2M ﹤0.01%
1,412,537
+25,373
122 123
124
125 126