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
551
$301M 0.03%
4,280,633
+72,071
552
$301M 0.03%
1,522,444
+13,303
553
$301M 0.03%
1,010,937
+154,325
554
$300M 0.03%
11,691,145
-290,422
555
$300M 0.03%
1,222,269
+177,372
556
$298M 0.03%
11,073,715
+460,687
557
$298M 0.03%
19,200,460
-485,733
558
$297M 0.03%
5,592,469
-74,640
559
$296M 0.03%
267,167
+23,305
560
$296M 0.03%
4,418,641
-739,722
561
$292M 0.03%
3,307,562
+489,868
562
$292M 0.03%
1,623,169
+40,254
563
$289M 0.03%
1,443,828
-575,403
564
$288M 0.03%
3,673,796
+2,162,171
565
$288M 0.03%
1,539,987
+49,602
566
$285M 0.03%
8,993,919
+1,466,330
567
$284M 0.03%
4,464,344
+118,706
568
$284M 0.03%
1,653,172
+2,048
569
$284M 0.03%
9,253,730
+2,428,079
570
$283M 0.03%
2,029,747
-77,969
571
$283M 0.03%
2,104,879
-1,178,680
572
$282M 0.03%
750,306
+60,927
573
$281M 0.03%
3,940,441
+369,317
574
$280M 0.03%
2,612,430
+19,833
575
$280M 0.03%
12,584,371
+1,720,228
21 22
23
24 25