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
3876
$3.68M ﹤0.01%
3,174,358
-139,552
3877
$3.66M ﹤0.01%
235,985
+13,888
3878
$3.65M ﹤0.01%
194,496
-10,734
3879
$3.65M ﹤0.01%
521,324
-83,762
3880
$3.65M ﹤0.01%
534,275
+182,951
3881
$3.65M ﹤0.01%
126,585
+1,629
3882
$3.65M ﹤0.01%
50,310
-2,246
3883
$3.64M ﹤0.01%
231,895
+55,359
3884
$3.64M ﹤0.01%
955,489
-31,210
3885
$3.63M ﹤0.01%
145,546
-12,239
3886
$3.63M ﹤0.01%
129,043
-144,252
3887
$3.63M ﹤0.01%
75,957
+2,795
3888
$3.63M ﹤0.01%
601,635
+57,062
3889
$3.6M ﹤0.01%
576,686
-84,945
3890
$3.6M ﹤0.01%
154,945
-4,789
3891
$3.6M ﹤0.01%
1,507,215
+851,939
3892
$3.6M ﹤0.01%
94,097
+3,756
3893
$3.58M ﹤0.01%
449,331
+40,695
3894
$3.58M ﹤0.01%
247,204
-26,770
3895
$3.58M ﹤0.01%
482,661
-973
3896
$3.57M ﹤0.01%
863,800
-174,400
3897
$3.56M ﹤0.01%
120,966
-2,864
3898
$3.56M ﹤0.01%
621,480
-27,959
3899
$3.56M ﹤0.01%
70,570
+8,872
3900
$3.56M ﹤0.01%
695,819
+238,664
154 155
156
157 158