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
1151
$86.5M 0.01%
11,940,974
-1,899,569
1152
$86.4M 0.01%
625,578
-51,876
1153
$86.4M 0.01%
1,546,252
-20,683
1154
$86.3M 0.01%
1,087,771
+2,197
1155
$86.3M 0.01%
1,154,636
-52,061
1156
$86.3M 0.01%
935,918
-131,702
1157
$85.9M 0.01%
597,361
+58,918
1158
$85.9M 0.01%
2,598,104
+712,918
1159
$85.7M 0.01%
1,903,861
-49,380
1160
$85.7M 0.01%
1,548,229
+566,896
1161
$85.7M 0.01%
430,495
+14,164
1162
$85.7M 0.01%
2,881,723
-209,588
1163
$85.6M 0.01%
353,685
+24,196
1164
$85.6M 0.01%
3,370,963
-117,516
1165
$85.4M 0.01%
22,723,761
-562,652
1166
$85.2M 0.01%
1,271,366
+48,496
1167
$85.2M 0.01%
4,191,034
-520,694
1168
$85.2M 0.01%
3,373,974
+142,566
1169
$85.2M 0.01%
2,962,424
+1,006,126
1170
$84.9M 0.01%
1,779,055
+9,259
1171
$84.8M 0.01%
1,687,925
+448,502
1172
$84.4M 0.01%
426,380
+41,904
1173
$83.9M 0.01%
925,216
-73,980
1174
$83.9M 0.01%
8,665,160
-3,373,926
1175
$83.8M 0.01%
885,942
+43,678
45 46
47
48 49