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
3126
$9.82M ﹤0.01%
1,096,085
-213,066
3127
$9.81M ﹤0.01%
1,742,659
+302,177
3128
$9.81M ﹤0.01%
533,023
-30,833
3129
$9.76M ﹤0.01%
435,740
+54,664
3130
$9.7M ﹤0.01%
980,466
-248,413
3131
$9.69M ﹤0.01%
475,866
-75,998
3132
$9.69M ﹤0.01%
1,026,498
-26,211
3133
$9.67M ﹤0.01%
231,663
-1,251
3134
$9.67M ﹤0.01%
485,309
-102,423
3135
$9.65M ﹤0.01%
346,831
+27,146
3136
$9.64M ﹤0.01%
207,137
+9,564
3137
$9.62M ﹤0.01%
194,470
+29,448
3138
$9.61M ﹤0.01%
2,085,033
-1,063,602
3139
$9.6M ﹤0.01%
808,847
+32,193
3140
$9.59M ﹤0.01%
18,774
-7,023
3141
$9.58M ﹤0.01%
+1,747,673
3142
$9.56M ﹤0.01%
1,527,835
-15,403
3143
$9.54M ﹤0.01%
858,612
+158,222
3144
$9.53M ﹤0.01%
1,136,109
-162,275
3145
$9.51M ﹤0.01%
202,539
-35,996
3146
$9.5M ﹤0.01%
490,951
-89,786
3147
$9.48M ﹤0.01%
282,031
+72,595
3148
$9.48M ﹤0.01%
1,079,387
+34,929
3149
$9.45M ﹤0.01%
243,924
-47,766
3150
$9.45M ﹤0.01%
945,729
-375,314