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
976
$117M 0.01%
6,223,847
+1,138,315
977
$116M 0.01%
5,630,843
-162,115
978
$116M 0.01%
1,214,041
+160,666
979
$116M 0.01%
12,202,596
+1,816,211
980
$115M 0.01%
2,633,222
+87,841
981
$115M 0.01%
4,617,512
-2,590,196
982
$115M 0.01%
1,697,659
+34,320
983
$115M 0.01%
2,004,666
+120,787
984
$115M 0.01%
1,217,614
-100,020
985
$115M 0.01%
673,519
-498,680
986
$114M 0.01%
1,964,890
+125,924
987
$114M 0.01%
3,049,330
-511,596
988
$113M 0.01%
443,465
-2,891
989
$113M 0.01%
3,851,250
-140,329
990
$113M 0.01%
2,340,624
+1,335,728
991
$113M 0.01%
1,225,297
+2,526
992
$113M 0.01%
1,739,686
+117,538
993
$113M 0.01%
824,756
+52,902
994
$112M 0.01%
5,987,330
+708,042
995
$112M 0.01%
2,244,218
+90,710
996
$112M 0.01%
3,977,071
+2,562,005
997
$112M 0.01%
701,629
+90,470
998
$112M 0.01%
3,244,896
+21,913
999
$112M 0.01%
530,085
-15,403
1000
$111M 0.01%
1,898,590
+86,716
38 39
40
41 42