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
3751
$4.57M ﹤0.01%
998,119
+36,550
3752
$4.57M ﹤0.01%
1,474,064
-233,775
3753
$4.57M ﹤0.01%
491,829
-6,362
3754
$4.57M ﹤0.01%
731,790
-62,912
3755
$4.56M ﹤0.01%
213,700
+59,926
3756
$4.56M ﹤0.01%
244,802
-37,730
3757
$4.54M ﹤0.01%
147,441
+27,289
3758
$4.52M ﹤0.01%
143,508
-8,148
3759
$4.52M ﹤0.01%
547,450
-75,641
3760
$4.5M ﹤0.01%
437,056
-24,038
3761
$4.5M ﹤0.01%
377,154
-93,553
3762
$4.5M ﹤0.01%
24,076
-237
3763
$4.49M ﹤0.01%
103,177
-41,082
3764
$4.48M ﹤0.01%
199,443
+54,348
3765
$4.48M ﹤0.01%
49,235
+1,067
3766
$4.46M ﹤0.01%
300,400
-28,347
3767
$4.46M ﹤0.01%
182,074
+67,145
3768
$4.44M ﹤0.01%
263,199
+113,378
3769
$4.44M ﹤0.01%
94,199
+22,712
3770
$4.43M ﹤0.01%
115,577
-54,915
3771
$4.41M ﹤0.01%
2,262,816
+1,091,460
3772
$4.41M ﹤0.01%
144,033
-87,495
3773
$4.41M ﹤0.01%
435,295
+18,068
3774
$4.39M ﹤0.01%
232,608
+10,741
3775
$4.39M ﹤0.01%
920,587
+137,469
149 150
151
152 153