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
2351
$21.9M ﹤0.01%
919,195
+86,637
2352
$21.9M ﹤0.01%
478,512
-118,701
2353
$21.9M ﹤0.01%
566,785
+138,041
2354
$21.8M ﹤0.01%
346,916
-6,074
2355
$21.8M ﹤0.01%
1,034,771
+9,502
2356
$21.8M ﹤0.01%
3,687,922
+28,639
2357
$21.8M ﹤0.01%
2,155,167
-85,200
2358
$21.8M ﹤0.01%
688,177
-2,534
2359
$21.8M ﹤0.01%
186,639
+4,713
2360
$21.8M ﹤0.01%
854,507
-113,119
2361
$21.7M ﹤0.01%
1,065,611
+296,992
2362
$21.7M ﹤0.01%
441,505
-313,313
2363
$21.7M ﹤0.01%
3,519,048
+2,181,973
2364
$21.7M ﹤0.01%
445,094
+8,938
2365
$21.7M ﹤0.01%
557,235
+190,166
2366
$21.7M ﹤0.01%
400,000
2367
$21.7M ﹤0.01%
2,311,267
+93,497
2368
$21.6M ﹤0.01%
908,389
-46,454
2369
$21.6M ﹤0.01%
3,337,386
+1,605,293
2370
$21.6M ﹤0.01%
280,864
+45,059
2371
$21.6M ﹤0.01%
1,982,092
+220,134
2372
$21.6M ﹤0.01%
221,993
+15,904
2373
$21.6M ﹤0.01%
2,805,251
-58,895
2374
$21.5M ﹤0.01%
487,727
-67,462
2375
$21.5M ﹤0.01%
2,511,911
-783,919
93 94
95
96 97