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
2451
$19.9M ﹤0.01%
267,814
+10,562
2452
$19.9M ﹤0.01%
984,078
+234,718
2453
$19.9M ﹤0.01%
203,445
-16,031
2454
$19.9M ﹤0.01%
395,756
-55,677
2455
$19.9M ﹤0.01%
196,032
-65,923
2456
$19.9M ﹤0.01%
3,309,984
-333,821
2457
$19.9M ﹤0.01%
1,603,716
+133,861
2458
$19.8M ﹤0.01%
221,813
-40,389
2459
$19.8M ﹤0.01%
2,046,681
+158,641
2460
$19.8M ﹤0.01%
148,150
+2,839
2461
$19.8M ﹤0.01%
1,786,526
+1,138,724
2462
$19.8M ﹤0.01%
735,426
+193,812
2463
$19.7M ﹤0.01%
602,518
+39,066
2464
$19.7M ﹤0.01%
897,296
+289,679
2465
$19.7M ﹤0.01%
4,384,665
+986,337
2466
$19.7M ﹤0.01%
1,896,326
+1,203,224
2467
$19.7M ﹤0.01%
192,937
-3,866
2468
$19.7M ﹤0.01%
1,471,542
+237,864
2469
$19.6M ﹤0.01%
188,079
+7,725
2470
$19.6M ﹤0.01%
1,460,979
+33,161
2471
$19.6M ﹤0.01%
662,475
+358,641
2472
$19.6M ﹤0.01%
1,183,632
+452,259
2473
$19.6M ﹤0.01%
907,377
+7,011
2474
$19.6M ﹤0.01%
2,140,865
+228,658
2475
$19.6M ﹤0.01%
564,653
-52,834
97 98
99
100 101