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
1776
$40.5M ﹤0.01%
495,937
-117,273
1777
$40.5M ﹤0.01%
208,662
+3,523
1778
$40.5M ﹤0.01%
702,252
-86,868
1779
$40.5M ﹤0.01%
951,066
-1,428,942
1780
$40.4M ﹤0.01%
584,472
+169,665
1781
$40.3M ﹤0.01%
709,098
+27,522
1782
$40.3M ﹤0.01%
763,730
+211,142
1783
$40.3M ﹤0.01%
246,962
-21,817
1784
$40.3M ﹤0.01%
806,010
+64
1785
$40.2M ﹤0.01%
572,298
-147,812
1786
$40.2M ﹤0.01%
1,218,530
-27,275
1787
$40.2M ﹤0.01%
3,497,365
+265,375
1788
$40.1M ﹤0.01%
891,057
-26,082
1789
$40.1M ﹤0.01%
1,020,968
+17,458
1790
$40.1M ﹤0.01%
391,530
+74
1791
$40M ﹤0.01%
660,383
+102,707
1792
$39.9M ﹤0.01%
1,726,118
+871,132
1793
$39.9M ﹤0.01%
1,212,916
+16,248
1794
$39.9M ﹤0.01%
1,764,586
+678,911
1795
$39.7M ﹤0.01%
1,942,510
+164,351
1796
$39.7M ﹤0.01%
954,131
+227,338
1797
$39.7M ﹤0.01%
713,253
-45,381
1798
$39.6M ﹤0.01%
664,616
-239,744
1799
$39.6M ﹤0.01%
772,065
+213,888
1800
$39.5M ﹤0.01%
433,252
-144,062
70 71
72
73 74