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
3451
$6.69M ﹤0.01%
331,395
+9,206
3452
$6.69M ﹤0.01%
395,114
-74,376
3453
$6.68M ﹤0.01%
430,852
+163,183
3454
$6.67M ﹤0.01%
839,473
+465,046
3455
$6.64M ﹤0.01%
934,641
+6,968
3456
$6.61M ﹤0.01%
340,544
+79,468
3457
$6.6M ﹤0.01%
276,062
+128,272
3458
$6.6M ﹤0.01%
824,632
+41,168
3459
$6.59M ﹤0.01%
181,667
-7,805
3460
$6.58M ﹤0.01%
196,053
-27,132
3461
$6.58M ﹤0.01%
612,198
+3,391
3462
$6.58M ﹤0.01%
64,682
+9,459
3463
$6.56M ﹤0.01%
279,683
+77,334
3464
$6.56M ﹤0.01%
1,786,546
-482,672
3465
$6.55M ﹤0.01%
618,993
+15,701
3466
$6.55M ﹤0.01%
126,847
+11,141
3467
$6.54M ﹤0.01%
3,513,427
-35,565
3468
$6.53M ﹤0.01%
1,477,843
+23,198
3469
$6.53M ﹤0.01%
358,716
+56,594
3470
$6.52M ﹤0.01%
190,853
-1,686
3471
$6.52M ﹤0.01%
119,384
+20,129
3472
$6.52M ﹤0.01%
526,359
+113,365
3473
$6.51M ﹤0.01%
190,475
+19,705
3474
$6.51M ﹤0.01%
486,106
-159,725
3475
$6.5M ﹤0.01%
304,911
-27,352
137 138
139
140 141