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
3426
$6.92M ﹤0.01%
58,322
+25,080
3427
$6.92M ﹤0.01%
1,343,735
-271,619
3428
$6.91M ﹤0.01%
305,499
+25,384
3429
$6.91M ﹤0.01%
602,195
-37,561
3430
$6.9M ﹤0.01%
174,272
-4,464
3431
$6.9M ﹤0.01%
76,391
-55,183
3432
$6.87M ﹤0.01%
1,589,630
+592,987
3433
$6.85M ﹤0.01%
222,987
-1,366
3434
$6.85M ﹤0.01%
47,363
-22,737
3435
$6.84M ﹤0.01%
151,865
-54,042
3436
$6.79M ﹤0.01%
442,303
+180,964
3437
$6.79M ﹤0.01%
194,860
+37,677
3438
$6.79M ﹤0.01%
3,156,050
+1,073,215
3439
$6.79M ﹤0.01%
314,418
-101,141
3440
$6.78M ﹤0.01%
167,487
+10,195
3441
$6.75M ﹤0.01%
789,157
+383,900
3442
$6.73M ﹤0.01%
713,209
+26,348
3443
$6.72M ﹤0.01%
183,767
-33,518
3444
$6.72M ﹤0.01%
197,821
+26,905
3445
$6.71M ﹤0.01%
122,669
+21,867
3446
$6.7M ﹤0.01%
126,397
-38,947
3447
$6.7M ﹤0.01%
411,006
+57,682
3448
$6.7M ﹤0.01%
559,411
+14,527
3449
$6.7M ﹤0.01%
247,261
-22,384
3450
$6.69M ﹤0.01%
250,357
+29,749
136 137
138
139 140