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
3351
$7.52M ﹤0.01%
137,294
-1,658
3352
$7.52M ﹤0.01%
266,864
+43,152
3353
$7.51M ﹤0.01%
387,406
-9,683
3354
$7.49M ﹤0.01%
611,713
-492,149
3355
$7.49M ﹤0.01%
51,102
+1,465
3356
$7.48M ﹤0.01%
246,526
+11,174
3357
$7.47M ﹤0.01%
256,363
-25,957
3358
$7.46M ﹤0.01%
2,521,389
+8,158
3359
$7.45M ﹤0.01%
572,314
-267,435
3360
$7.44M ﹤0.01%
3,114,890
+1,133,874
3361
$7.44M ﹤0.01%
1,635,189
-251,963
3362
$7.44M ﹤0.01%
495,921
+280,726
3363
$7.43M ﹤0.01%
346,503
-67,484
3364
$7.41M ﹤0.01%
1,971,043
+661,874
3365
$7.41M ﹤0.01%
2,684,004
-720,783
3366
$7.39M ﹤0.01%
732,698
-84,241
3367
$7.39M ﹤0.01%
1,157,582
+58,987
3368
$7.37M ﹤0.01%
261,862
-18,408
3369
$7.36M ﹤0.01%
272,003
-75,487
3370
$7.35M ﹤0.01%
197,401
+1,455
3371
$7.34M ﹤0.01%
653,828
-130,138
3372
$7.32M ﹤0.01%
105,058
-2,113
3373
$7.31M ﹤0.01%
265,582
-680,812
3374
$7.31M ﹤0.01%
620,424
+180,310
3375
$7.3M ﹤0.01%
65,159
+42,185
133 134
135
136 137