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
1076
$97.6M 0.01%
3,657,979
-686,032
1077
$97.5M 0.01%
282,574
+3,950
1078
$97.4M 0.01%
1,303,999
-94,183
1079
$97.4M 0.01%
6,958,909
+589,010
1080
$96.8M 0.01%
1,314,316
+39,979
1081
$96.5M 0.01%
699,856
+23,967
1082
$96.4M 0.01%
2,053,848
+2,037,984
1083
$96.3M 0.01%
585,592
-179,042
1084
$96.1M 0.01%
11,581,062
-161,863
1085
$96M 0.01%
2,588,986
-324,990
1086
$95.9M 0.01%
990,634
-26,249
1087
$95.8M 0.01%
1,441,693
-343,313
1088
$95.7M 0.01%
3,893,207
+115,100
1089
$95.6M 0.01%
490,377
+19,788
1090
$95.6M 0.01%
3,494,092
+550,914
1091
$95.6M 0.01%
1,292,441
+301,396
1092
$95.1M 0.01%
1,522,777
+129,559
1093
$95.1M 0.01%
4,252,867
-363,309
1094
$95.1M 0.01%
1,394,080
-254,311
1095
$94.9M 0.01%
251,255
-50,354
1096
$94.7M 0.01%
647,127
-198,634
1097
$94.4M 0.01%
849,233
-45,953
1098
$94.2M 0.01%
1,930,197
-436,455
1099
$94.1M 0.01%
1,095,425
+82,227
1100
$94M 0.01%
732,055
+203,045
42 43
44
45 46