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
2126
$27.3M ﹤0.01%
406,097
+73,869
2127
$27.3M ﹤0.01%
1,253,229
+68,550
2128
$27.3M ﹤0.01%
2,469,015
+157,013
2129
$27.2M ﹤0.01%
2,211,650
+1,561,737
2130
$27.2M ﹤0.01%
1,811,232
+415,424
2131
$27.2M ﹤0.01%
1,774,305
+618,694
2132
$27.2M ﹤0.01%
2,158,778
+533,943
2133
$27.2M ﹤0.01%
458,531
+30,743
2134
$27.2M ﹤0.01%
257,650
+32,598
2135
$27.2M ﹤0.01%
935,822
+50,502
2136
$27.1M ﹤0.01%
1,203,792
-1,822,483
2137
$27.1M ﹤0.01%
1,596,625
+1,297
2138
$27.1M ﹤0.01%
489,908
+74,094
2139
$27M ﹤0.01%
1,300,395
+71,355
2140
$27M ﹤0.01%
4,610,229
+837,688
2141
$27M ﹤0.01%
219,693
+15,245
2142
$27M ﹤0.01%
855,880
+1,313
2143
$27M ﹤0.01%
570,835
+70,989
2144
$27M ﹤0.01%
+582,125
2145
$27M ﹤0.01%
2,470,775
-464,571
2146
$26.9M ﹤0.01%
343,948
-179,748
2147
$26.9M ﹤0.01%
2,789,945
-203,197
2148
$26.9M ﹤0.01%
2,631,068
-205,348
2149
$26.9M ﹤0.01%
604,418
+112,144
2150
$26.9M ﹤0.01%
320,993
+14,857
84 85
86
87 88