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
2326
$22.4M ﹤0.01%
1,041,447
+36,820
2327
$22.4M ﹤0.01%
352,644
-49
2328
$22.4M ﹤0.01%
298,497
-19,265
2329
$22.3M ﹤0.01%
732,906
+19,068
2330
$22.3M ﹤0.01%
512,148
-50,925
2331
$22.3M ﹤0.01%
602,216
-41,543
2332
$22.3M ﹤0.01%
654,247
+308,277
2333
$22.2M ﹤0.01%
439,736
+54,078
2334
$22.2M ﹤0.01%
288,137
-3,043
2335
$22.2M ﹤0.01%
801,973
-181,522
2336
$22.2M ﹤0.01%
2,967,653
+2,124,230
2337
$22.1M ﹤0.01%
1,577,197
+359,964
2338
$22.1M ﹤0.01%
968,998
+22,834
2339
$22.1M ﹤0.01%
236,823
+35,782
2340
$22.1M ﹤0.01%
578,335
-45,186
2341
$22.1M ﹤0.01%
789,980
-92,597
2342
$22.1M ﹤0.01%
984,368
+390,810
2343
$22.1M ﹤0.01%
6,940,544
+5,994,373
2344
$22M ﹤0.01%
2,216,606
-171,512
2345
$22M ﹤0.01%
485,129
+25,083
2346
$22M ﹤0.01%
295,167
-50,232
2347
$22M ﹤0.01%
788,228
-200,047
2348
$22M ﹤0.01%
261,327
-108,402
2349
$21.9M ﹤0.01%
4,494,230
-3,026,862
2350
$21.9M ﹤0.01%
1,469,884
-82,911
92 93
94
95 96