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
3576
$5.74M ﹤0.01%
212,744
-34,166
3577
$5.74M ﹤0.01%
331,729
+13,424
3578
$5.73M ﹤0.01%
106,207
-28,282
3579
$5.73M ﹤0.01%
269,522
+9,370
3580
$5.73M ﹤0.01%
230,780
-3,313
3581
$5.72M ﹤0.01%
941,605
+196,630
3582
$5.72M ﹤0.01%
597,752
+17,619
3583
$5.72M ﹤0.01%
531,938
-460,988
3584
$5.71M ﹤0.01%
167,879
-1,194
3585
$5.71M ﹤0.01%
424,881
+12,314
3586
$5.7M ﹤0.01%
821,529
-12,762
3587
$5.7M ﹤0.01%
159,340
+97,826
3588
$5.7M ﹤0.01%
1,488,027
-16,808
3589
$5.69M ﹤0.01%
108,434
+19,536
3590
$5.68M ﹤0.01%
186,398
-4,836
3591
$5.68M ﹤0.01%
441,636
-63,997
3592
$5.68M ﹤0.01%
144,518
-206,048
3593
$5.68M ﹤0.01%
316,508
+15,447
3594
$5.66M ﹤0.01%
102,047
+6,779
3595
$5.61M ﹤0.01%
415,553
-5,755
3596
$5.61M ﹤0.01%
1,410,524
+39,206
3597
$5.61M ﹤0.01%
161,838
+15,147
3598
$5.57M ﹤0.01%
+232,289
3599
$5.57M ﹤0.01%
251,712
-114,594
3600
$5.55M ﹤0.01%
807,561
+208,045