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
3651
$5.15M ﹤0.01%
351,127
+54,946
3652
$5.15M ﹤0.01%
88,981
-10,319
3653
$5.14M ﹤0.01%
291,865
-19,335
3654
$5.14M ﹤0.01%
140,535
-252,117
3655
$5.13M ﹤0.01%
664,892
-275,329
3656
$5.13M ﹤0.01%
171,840
+40,040
3657
$5.12M ﹤0.01%
777,492
+12,104
3658
$5.12M ﹤0.01%
333,723
+264,044
3659
$5.11M ﹤0.01%
626,526
-203,732
3660
$5.11M ﹤0.01%
124,688
+10,254
3661
$5.11M ﹤0.01%
518,333
+22,035
3662
$5.11M ﹤0.01%
229,871
+138,171
3663
$5.1M ﹤0.01%
1,341,207
-349,999
3664
$5.1M ﹤0.01%
374,416
-171,875
3665
$5.09M ﹤0.01%
173,956
-2,374
3666
$5.09M ﹤0.01%
528,072
-10,543
3667
$5.08M ﹤0.01%
1,150,270
-11,000
3668
$5.07M ﹤0.01%
909,779
-84,488
3669
$5.06M ﹤0.01%
+200,000
3670
$5.06M ﹤0.01%
243,403
-104,522
3671
$5.04M ﹤0.01%
669,294
+50,536
3672
$5.03M ﹤0.01%
340,293
+86,157
3673
$5.03M ﹤0.01%
1,882,340
-147,663
3674
$5.02M ﹤0.01%
997,760
+858,170
3675
$5.02M ﹤0.01%
604,590
-28,471
145 146
147
148 149