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
3951
$3.29M ﹤0.01%
369,281
+17,013
3952
$3.29M ﹤0.01%
51,400
-2,769
3953
$3.29M ﹤0.01%
205,846
-171,000
3954
$3.29M ﹤0.01%
264,309
+8,087
3955
$3.28M ﹤0.01%
149,861
-25,803
3956
$3.28M ﹤0.01%
2,543,894
+429,457
3957
$3.28M ﹤0.01%
88,587
-11,524
3958
$3.28M ﹤0.01%
84,866
+13,516
3959
$3.27M ﹤0.01%
397,543
-139,261
3960
$3.27M ﹤0.01%
174,846
-97,514
3961
$3.26M ﹤0.01%
191,754
+70,346
3962
$3.26M ﹤0.01%
36,524
-4,135
3963
$3.26M ﹤0.01%
116,074
-61,041
3964
$3.25M ﹤0.01%
106,124
-95,516
3965
$3.25M ﹤0.01%
2,706,182
-95,938
3966
$3.24M ﹤0.01%
279,349
+99,629
3967
$3.23M ﹤0.01%
128,335
+120,816
3968
$3.23M ﹤0.01%
49,253
-46,466
3969
$3.22M ﹤0.01%
220,650
+74,066
3970
$3.21M ﹤0.01%
145,007
-65,125
3971
$3.21M ﹤0.01%
393,688
+13,280
3972
$3.2M ﹤0.01%
227,920
+33,453
3973
$3.2M ﹤0.01%
95,373
-11,671
3974
$3.19M ﹤0.01%
1,470,634
-229,415
3975
$3.19M ﹤0.01%
350,103
-102,975
157 158
159
160 161