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
3151
$9.45M ﹤0.01%
379,509
+39,246
3152
$9.44M ﹤0.01%
406,986
+35,187
3153
$9.41M ﹤0.01%
306,786
+35,216
3154
$9.39M ﹤0.01%
211,451
-66,363
3155
$9.37M ﹤0.01%
439,110
+49,270
3156
$9.36M ﹤0.01%
197,201
-7,105
3157
$9.35M ﹤0.01%
312,804
+30,849
3158
$9.35M ﹤0.01%
1,313,374
-184,703
3159
$9.34M ﹤0.01%
140,835
-40,218
3160
$9.34M ﹤0.01%
280,072
+120,492
3161
$9.34M ﹤0.01%
378,804
-179,826
3162
$9.33M ﹤0.01%
107,399
+23,767
3163
$9.31M ﹤0.01%
77,141
+978
3164
$9.3M ﹤0.01%
+328,088
3165
$9.29M ﹤0.01%
1,477,481
-1,179,456
3166
$9.28M ﹤0.01%
1,130,496
+115,109
3167
$9.28M ﹤0.01%
329,317
+33,089
3168
$9.27M ﹤0.01%
388,546
+188,484
3169
$9.27M ﹤0.01%
111,390
-43,659
3170
$9.26M ﹤0.01%
165,879
+2,700
3171
$9.26M ﹤0.01%
599,754
-1,047,262
3172
$9.26M ﹤0.01%
374,129
-17,338
3173
$9.25M ﹤0.01%
218,378
-303,731
3174
$9.24M ﹤0.01%
1,181,960
-55,136
3175
$9.23M ﹤0.01%
464,271
-11,002
125 126
127
128 129