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
4076
$2.76M ﹤0.01%
238,281
-32,175
4077
$2.76M ﹤0.01%
56,400
+52,226
4078
$2.76M ﹤0.01%
179,028
-5,514
4079
$2.75M ﹤0.01%
456,443
+93,967
4080
$2.74M ﹤0.01%
95,889
-19,905
4081
$2.74M ﹤0.01%
287,621
-23,957
4082
$2.74M ﹤0.01%
380,944
-136,281
4083
$2.74M ﹤0.01%
312,594
+39,517
4084
$2.74M ﹤0.01%
75,201
-43,986
4085
$2.73M ﹤0.01%
236,008
+116,688
4086
$2.73M ﹤0.01%
352,182
-45,885
4087
$2.73M ﹤0.01%
100,961
-18,863
4088
$2.73M ﹤0.01%
285,151
-9,104
4089
$2.73M ﹤0.01%
268,465
+417
4090
$2.73M ﹤0.01%
469,730
+34,703
4091
$2.72M ﹤0.01%
64,368
+223
4092
$2.72M ﹤0.01%
1,600,788
-91,101
4093
$2.71M ﹤0.01%
100,569
+47,941
4094
$2.71M ﹤0.01%
199,202
-1,648
4095
$2.71M ﹤0.01%
493,891
-31,812
4096
$2.71M ﹤0.01%
187,000
-30,598
4097
$2.7M ﹤0.01%
343,006
+252,211
4098
$2.7M ﹤0.01%
974,651
+98,040
4099
$2.68M ﹤0.01%
356,534
-16,952
4100
$2.68M ﹤0.01%
55,610
-2,091
162 163
164
165 166