Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
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 20.64%
2 Healthcare 10.4%
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
51
$3.34B 0.34%
12,252,916
+350,950
52
$3.25B 0.33%
59,647,851
-3,751,964
53
$3.24B 0.33%
2,558,467
+236,744
54
$3.21B 0.33%
67,444,636
-11,828,804
55
$3.1B 0.32%
113,154,330
+855,114
56
$2.98B 0.3%
52,029,038
+1,265,368
57
$2.86B 0.29%
56,968,309
-2,992,648
58
$2.85B 0.29%
25,875,057
-495,768
59
$2.82B 0.29%
84,927,802
+348,628
60
$2.68B 0.27%
18,941,150
+2,153,993
61
$2.66B 0.27%
14,401,043
-160,399
62
$2.64B 0.27%
10,200,213
+435,168
63
$2.6B 0.26%
10,802,211
+7,848
64
$2.55B 0.26%
23,823,121
-418,692
65
$2.54B 0.26%
26,536,677
-2,726,097
66
$2.54B 0.26%
21,629,156
+505,318
67
$2.5B 0.25%
24,351,551
+3,949,760
68
$2.47B 0.25%
6,638,885
-23,125
69
$2.43B 0.25%
74,851,554
-3,265,263
70
$2.4B 0.24%
11,321,486
-181,913
71
$2.39B 0.24%
54,759,270
+1,930,476
72
$2.36B 0.24%
25,070,989
+440,988
73
$2.31B 0.23%
6,110,929
-116,279
74
$2.31B 0.23%
20,767,489
+438,660
75
$2.29B 0.23%
51,668,099
-1,294,347
1 2
3
4 5