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
3276
$8.2M ﹤0.01%
1,873,081
-91,691
3277
$8.18M ﹤0.01%
346,896
-48,893
3278
$8.17M ﹤0.01%
301,223
+149,173
3279
$8.17M ﹤0.01%
324,478
-47,013
3280
$8.17M ﹤0.01%
119,795
+1,739
3281
$8.16M ﹤0.01%
1,590,714
+283,858
3282
$8.16M ﹤0.01%
647,990
+382,514
3283
$8.16M ﹤0.01%
270,473
-20,870
3284
$8.15M ﹤0.01%
653,666
+44,816
3285
$8.12M ﹤0.01%
95,000
-8,086
3286
$8.1M ﹤0.01%
587,718
+542,564
3287
$8.09M ﹤0.01%
698,847
-15,231
3288
$8.09M ﹤0.01%
1,135,579
-25,786
3289
$8.08M ﹤0.01%
130,072
-32,401
3290
$8.08M ﹤0.01%
206,085
-320
3291
$8.07M ﹤0.01%
271,634
-7,026
3292
$8.06M ﹤0.01%
1,038,222
-33,100
3293
$8.05M ﹤0.01%
737,531
-38,752
3294
$8.05M ﹤0.01%
1,001,529
+189,745
3295
$8.03M ﹤0.01%
469,359
-184,206
3296
$8.03M ﹤0.01%
258,212
-41,153
3297
$8.02M ﹤0.01%
282,054
+160,410
3298
$8.01M ﹤0.01%
251,928
-18,673
3299
$8.01M ﹤0.01%
561,387
+194,320
3300
$8M ﹤0.01%
291,074
-45,297
130 131
132
133 134