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
3526
$6.13M ﹤0.01%
489,028
-497,030
3527
$6.13M ﹤0.01%
463,029
+6,657
3528
$6.12M ﹤0.01%
597,843
-30,085
3529
$6.1M ﹤0.01%
96,137
+17,986
3530
$6.1M ﹤0.01%
516,183
+38,828
3531
$6.1M ﹤0.01%
463,836
-14,809
3532
$6.09M ﹤0.01%
505,191
-175,976
3533
$6.08M ﹤0.01%
1,291,568
+583,170
3534
$6.08M ﹤0.01%
460,043
-3,054
3535
$6.08M ﹤0.01%
2,012,350
+99,569
3536
$6.07M ﹤0.01%
924,546
+282,998
3537
$6.06M ﹤0.01%
641,763
+2,085
3538
$6.05M ﹤0.01%
126,250
+18,983
3539
$6.05M ﹤0.01%
932,262
+130,047
3540
$6.03M ﹤0.01%
313,686
-86,319
3541
$6.02M ﹤0.01%
149,948
-43,190
3542
$6.01M ﹤0.01%
247,341
+5,920
3543
$6.01M ﹤0.01%
1,144,701
+399,953
3544
$6M ﹤0.01%
794,941
-22,553
3545
$5.99M ﹤0.01%
1,736,931
+462,890
3546
$5.99M ﹤0.01%
464,434
-42,085
3547
$5.99M ﹤0.01%
450,142
-25,524
3548
$5.99M ﹤0.01%
358,666
+9,248
3549
$5.98M ﹤0.01%
399,330
+16,097
3550
$5.98M ﹤0.01%
365,188
+15,358
140 141
142
143 144