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
1201
$81M 0.01%
1,431,260
+742,231
1202
$81M 0.01%
5,233,281
+455,729
1203
$80.9M 0.01%
5,842,439
+2,487,462
1204
$80.5M 0.01%
194,414
-18,906
1205
$80.4M 0.01%
2,124,596
-192,048
1206
$80.3M 0.01%
1,346,270
+153,416
1207
$80M 0.01%
354,401
+45,625
1208
$79.9M 0.01%
2,409,634
+446,227
1209
$79.8M 0.01%
2,651,294
+209,697
1210
$79.8M 0.01%
10,244,335
+731,202
1211
$79.7M 0.01%
4,658,875
+1,610,498
1212
$79.6M 0.01%
2,773,277
-5,252,738
1213
$79.5M 0.01%
2,619,327
1214
$79.5M 0.01%
3,988,906
+1,113,371
1215
$79.3M 0.01%
1,395,297
+18,793
1216
$78.9M 0.01%
1,144,389
-121,828
1217
$78.7M 0.01%
8,708,387
+29,582
1218
$78.7M 0.01%
7,762,855
+2,343,347
1219
$78.5M 0.01%
5,408,866
+88,747
1220
$78.3M 0.01%
942,468
-33,758
1221
$78.2M 0.01%
2,584,648
-382,385
1222
$78.2M 0.01%
2,477,142
-54,032
1223
$78.1M 0.01%
2,543,326
+12,242
1224
$78.1M 0.01%
1,457,383
-137,719
1225
$78M 0.01%
1,228,239
-388,636
47 48
49
50 51