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
3726
$4.7M ﹤0.01%
48,002
+13,273
3727
$4.7M ﹤0.01%
417,043
-232,523
3728
$4.7M ﹤0.01%
204,903
+3,030
3729
$4.69M ﹤0.01%
526,358
-73,449
3730
$4.69M ﹤0.01%
246,715
+189,642
3731
$4.68M ﹤0.01%
191,288
+2,110
3732
$4.68M ﹤0.01%
105,696
+1,285
3733
$4.68M ﹤0.01%
102,028
-658
3734
$4.68M ﹤0.01%
100,451
+7,823
3735
$4.66M ﹤0.01%
307,691
-50,685
3736
$4.65M ﹤0.01%
45,961
-2,879
3737
$4.64M ﹤0.01%
40,359
+2,514
3738
$4.64M ﹤0.01%
1,732,515
-678,242
3739
$4.64M ﹤0.01%
146,916
+42,437
3740
$4.64M ﹤0.01%
340,973
-195,946
3741
$4.64M ﹤0.01%
167,300
+3,560
3742
$4.63M ﹤0.01%
905,257
-29,444
3743
$4.63M ﹤0.01%
149,859
-21,300
3744
$4.62M ﹤0.01%
347,677
-117,404
3745
$4.61M ﹤0.01%
1,512,735
-43,044
3746
$4.6M ﹤0.01%
950,492
+592,514
3747
$4.6M ﹤0.01%
400,332
+5,185
3748
$4.59M ﹤0.01%
182,978
+39,854
3749
$4.58M ﹤0.01%
369,125
-10,209
3750
$4.57M ﹤0.01%
50,207
+5,723
148 149
150
151 152