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
4026
$2.94M ﹤0.01%
76,830
-3,385
4027
$2.93M ﹤0.01%
232,110
-6,377
4028
$2.92M ﹤0.01%
101,012
+11,589
4029
$2.92M ﹤0.01%
90,989
+10,824
4030
$2.91M ﹤0.01%
88,789
-34,981
4031
$2.91M ﹤0.01%
367,314
+186,060
4032
$2.91M ﹤0.01%
385,598
-206,301
4033
$2.9M ﹤0.01%
200,186
+49,464
4034
$2.9M ﹤0.01%
163,125
-15,322
4035
$2.89M ﹤0.01%
1,365,032
+609,794
4036
$2.89M ﹤0.01%
171,822
-133,389
4037
$2.89M ﹤0.01%
41,386
+8,198
4038
$2.88M ﹤0.01%
678,316
-51,408
4039
$2.88M ﹤0.01%
197,715
-1,102
4040
$2.88M ﹤0.01%
592,506
+43,418
4041
$2.87M ﹤0.01%
131,575
-4,192
4042
$2.87M ﹤0.01%
85,453
-7,514
4043
$2.87M ﹤0.01%
441,638
-29,992
4044
$2.87M ﹤0.01%
261,753
+85,073
4045
$2.86M ﹤0.01%
127,080
+26,811
4046
$2.86M ﹤0.01%
218,734
+17,887
4047
$2.86M ﹤0.01%
97,467
+8,540
4048
$2.84M ﹤0.01%
66,388
+990
4049
$2.84M ﹤0.01%
298,564
-931
4050
$2.84M ﹤0.01%
354,615
+27,907
160 161
162
163 164