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
2376
$21.5M ﹤0.01%
557,151
-1,407
2377
$21.5M ﹤0.01%
404,884
+104,722
2378
$21.5M ﹤0.01%
1,127,227
-167,877
2379
$21.4M ﹤0.01%
288,862
+70,688
2380
$21.4M ﹤0.01%
1,720,533
+327,615
2381
$21.4M ﹤0.01%
212,599
-69,101
2382
$21.4M ﹤0.01%
402,000
2383
$21.4M ﹤0.01%
746,074
+23,068
2384
$21.4M ﹤0.01%
781,199
+734,399
2385
$21.4M ﹤0.01%
1,024,038
+60,752
2386
$21.3M ﹤0.01%
146,541
+10,937
2387
$21.3M ﹤0.01%
354,270
-41,574
2388
$21.3M ﹤0.01%
173,094
+43,001
2389
$21.3M ﹤0.01%
535,911
-3,242
2390
$21.2M ﹤0.01%
675,877
-923,428
2391
$21.2M ﹤0.01%
1,749,027
+208,347
2392
$21.2M ﹤0.01%
291,365
-5,006
2393
$21.2M ﹤0.01%
2,155,998
-1,035,702
2394
$21.1M ﹤0.01%
876,846
-29,013
2395
$21.1M ﹤0.01%
918,310
+4,968
2396
$21.1M ﹤0.01%
461,883
+17,702
2397
$21M ﹤0.01%
610,532
+63,183
2398
$21M ﹤0.01%
290,077
-38,050
2399
$21M ﹤0.01%
1,221,777
+157,347
2400
$20.9M ﹤0.01%
328,593
-34,967
94 95
96
97 98