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
3501
$6.35M ﹤0.01%
1,519,351
-1,007,607
3502
$6.34M ﹤0.01%
278,867
+28,888
3503
$6.34M ﹤0.01%
888,504
-7,531
3504
$6.31M ﹤0.01%
545,153
-201,899
3505
$6.31M ﹤0.01%
564,566
+257,264
3506
$6.3M ﹤0.01%
210,998
+27,881
3507
$6.29M ﹤0.01%
369,638
-39,068
3508
$6.29M ﹤0.01%
381,915
+3,589
3509
$6.28M ﹤0.01%
232,776
-119,790
3510
$6.27M ﹤0.01%
1,356,250
+13,971
3511
$6.27M ﹤0.01%
157,663
-1,323
3512
$6.25M ﹤0.01%
364,141
+54,645
3513
$6.25M ﹤0.01%
320,516
+27,020
3514
$6.24M ﹤0.01%
1,029,407
-902,575
3515
$6.22M ﹤0.01%
741,672
-5,015
3516
$6.21M ﹤0.01%
486,301
+34,881
3517
$6.2M ﹤0.01%
957,951
+133,322
3518
$6.19M ﹤0.01%
630,678
+36,285
3519
$6.18M ﹤0.01%
744,645
-562,507
3520
$6.18M ﹤0.01%
235,763
+14,241
3521
$6.17M ﹤0.01%
806,622
+416,393
3522
$6.16M ﹤0.01%
54,499
-556
3523
$6.14M ﹤0.01%
142,689
+338
3524
$6.14M ﹤0.01%
+250,000
3525
$6.13M ﹤0.01%
838,079
-173,874
139 140
141
142 143