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
1751
$41.6M ﹤0.01%
529,078
-17,107
1752
$41.6M ﹤0.01%
1,736,531
+55,233
1753
$41.5M ﹤0.01%
1,113,897
-204,454
1754
$41.5M ﹤0.01%
618,189
-25,451
1755
$41.5M ﹤0.01%
2,460,982
-841,814
1756
$41.5M ﹤0.01%
1,850,639
+1,400,896
1757
$41.3M ﹤0.01%
3,698,391
+1,507,294
1758
$41.3M ﹤0.01%
4,372,894
+1,108,678
1759
$41.2M ﹤0.01%
19,360,680
-10,054
1760
$41.2M ﹤0.01%
2,177,324
+2,122
1761
$41.2M ﹤0.01%
1,916,082
-63,192
1762
$41.2M ﹤0.01%
399,418
-11,719
1763
$41.1M ﹤0.01%
330,023
+16,237
1764
$41.1M ﹤0.01%
2,190,522
+1,215,624
1765
$41.1M ﹤0.01%
2,411,051
+257,902
1766
$41.1M ﹤0.01%
2,323,154
-90,015
1767
$41M ﹤0.01%
892,037
+203,597
1768
$41M ﹤0.01%
10,448,796
+130,503
1769
$40.9M ﹤0.01%
836,553
+110,156
1770
$40.9M ﹤0.01%
661,130
-31,102
1771
$40.8M ﹤0.01%
503,899
-110,436
1772
$40.7M ﹤0.01%
251,417
+84,193
1773
$40.6M ﹤0.01%
668,117
-139,806
1774
$40.6M ﹤0.01%
1,689,002
+623,244
1775
$40.6M ﹤0.01%
1,294,609
-89,962
69 70
71
72 73