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
2276
$23.6M ﹤0.01%
758,989
+274,730
2277
$23.5M ﹤0.01%
200,530
-12,803
2278
$23.5M ﹤0.01%
1,620,266
-46,701
2279
$23.5M ﹤0.01%
818,014
-169,676
2280
$23.5M ﹤0.01%
51,074
+5,528
2281
$23.5M ﹤0.01%
2,212,305
-72,328
2282
$23.5M ﹤0.01%
4,834,121
+1,119,063
2283
$23.4M ﹤0.01%
1,506,855
+103,346
2284
$23.4M ﹤0.01%
1,103,908
+388,585
2285
$23.4M ﹤0.01%
984,473
+22,672
2286
$23.4M ﹤0.01%
457,154
-217,639
2287
$23.3M ﹤0.01%
2,399,716
+40,850
2288
$23.3M ﹤0.01%
225,413
+2,764
2289
$23.3M ﹤0.01%
255,821
-512,863
2290
$23.3M ﹤0.01%
510,453
+27,399
2291
$23.3M ﹤0.01%
5,128,040
+923,232
2292
$23.3M ﹤0.01%
37,809
+2,639
2293
$23.2M ﹤0.01%
586,040
+196,430
2294
$23.2M ﹤0.01%
770,757
-286,295
2295
$23.2M ﹤0.01%
260,219
-4,683
2296
$23.2M ﹤0.01%
4,172,327
+223,722
2297
$23.1M ﹤0.01%
657,048
-11,505
2298
$23.1M ﹤0.01%
526,150
+49,274
2299
$23.1M ﹤0.01%
456,953
-41,206
2300
$23.1M ﹤0.01%
2,757,381
+454,723