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
3601
$5.55M ﹤0.01%
171,134
-47,896
3602
$5.55M ﹤0.01%
157,220
+9,531
3603
$5.54M ﹤0.01%
825,667
+189,646
3604
$5.53M ﹤0.01%
1,651,493
-232,024
3605
$5.53M ﹤0.01%
170,410
-4,574
3606
$5.53M ﹤0.01%
657,541
-119,926
3607
$5.53M ﹤0.01%
224,766
+20,609
3608
$5.52M ﹤0.01%
157,155
-13,634
3609
$5.51M ﹤0.01%
128,325
-26,001
3610
$5.5M ﹤0.01%
715,587
-89,520
3611
$5.49M ﹤0.01%
102,827
+4,210
3612
$5.48M ﹤0.01%
128,599
+4,109
3613
$5.47M ﹤0.01%
359,556
+1,209
3614
$5.47M ﹤0.01%
4,555,940
+34,507
3615
$5.46M ﹤0.01%
375,491
-82,906
3616
$5.45M ﹤0.01%
145,704
3617
$5.43M ﹤0.01%
567,071
-382,598
3618
$5.39M ﹤0.01%
532,275
-26,888
3619
$5.39M ﹤0.01%
538,104
+87,837
3620
$5.36M ﹤0.01%
490,513
+224,889
3621
$5.36M ﹤0.01%
717,709
-1,695,074
3622
$5.36M ﹤0.01%
195,873
+15,918
3623
$5.35M ﹤0.01%
631,467
+34,120
3624
$5.35M ﹤0.01%
133,792
-886
3625
$5.35M ﹤0.01%
1,591,416
-177,637