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
2151
$26.8M ﹤0.01%
460,991
-2,774
2152
$26.7M ﹤0.01%
1,178,193
-228,699
2153
$26.7M ﹤0.01%
5,479,127
-351,081
2154
$26.7M ﹤0.01%
378,981
+2,694
2155
$26.7M ﹤0.01%
590,557
-287,726
2156
$26.5M ﹤0.01%
185,022
-15,095
2157
$26.5M ﹤0.01%
726,169
+1,933
2158
$26.5M ﹤0.01%
155,345
-161,504
2159
$26.5M ﹤0.01%
611,599
-10,915
2160
$26.5M ﹤0.01%
378,258
-66,007
2161
$26.5M ﹤0.01%
3,476,425
-322,151
2162
$26.5M ﹤0.01%
352,821
+118,261
2163
$26.4M ﹤0.01%
2,670,944
+466,006
2164
$26.4M ﹤0.01%
4,137,902
-811,237
2165
$26.4M ﹤0.01%
5,151,414
+3,200,026
2166
$26.4M ﹤0.01%
399,719
-14,755
2167
$26.4M ﹤0.01%
1,683,821
+25,311
2168
$26.4M ﹤0.01%
522,435
-64,916
2169
$26.4M ﹤0.01%
1,062,956
+113,357
2170
$26.3M ﹤0.01%
874,000
-58,479
2171
$26.3M ﹤0.01%
174,974
+1,457
2172
$26.3M ﹤0.01%
1,439,454
+185,622
2173
$26.3M ﹤0.01%
1,915,715
+33,372
2174
$26.2M ﹤0.01%
433,272
+42,179
2175
$26.2M ﹤0.01%
145,582
-35,761