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
1651
$46.6M ﹤0.01%
1,951,522
+1,190,150
1652
$46.6M ﹤0.01%
4,148,805
+287,808
1653
$46.6M ﹤0.01%
635,253
+67,509
1654
$46.5M ﹤0.01%
1,774,485
-115,792
1655
$46.4M ﹤0.01%
325,069
-40,262
1656
$46.4M ﹤0.01%
2,214,187
+506,445
1657
$46.4M ﹤0.01%
3,482,635
+160,690
1658
$46.3M ﹤0.01%
462,327
-11,334
1659
$46.3M ﹤0.01%
480,121
-39,382
1660
$46.1M ﹤0.01%
1,813,840
+142,811
1661
$46M ﹤0.01%
763,052
-720,676
1662
$46M ﹤0.01%
1,133,001
+306,406
1663
$45.8M ﹤0.01%
2,802,578
-1,537,713
1664
$45.7M ﹤0.01%
7,818,881
-212,114
1665
$45.7M ﹤0.01%
667,759
+25,360
1666
$45.7M ﹤0.01%
363,151
-46,653
1667
$45.5M ﹤0.01%
891,100
+90,928
1668
$45.5M ﹤0.01%
18,803,866
+1,128,288
1669
$45.5M ﹤0.01%
1,356,426
+692,260
1670
$45.4M ﹤0.01%
1,304,203
+33,979
1671
$45.3M ﹤0.01%
1,041,436
+77,410
1672
$45.3M ﹤0.01%
775,668
-636,816
1673
$45.3M ﹤0.01%
482,755
+9,071
1674
$45.3M ﹤0.01%
2,470,033
+140,211
1675
$45.3M ﹤0.01%
4,680,318
+207,704
65 66
67
68 69