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
101
$1.95B 0.2%
49,636,323
-1,352,418
102
$1.94B 0.2%
13,001,142
-56,880
103
$1.92B 0.2%
5,089,159
+65,006
104
$1.87B 0.19%
5,759,930
-83,472
105
$1.86B 0.19%
6,830,849
+47,258
106
$1.86B 0.19%
23,777,808
+1,994,123
107
$1.85B 0.19%
4,194,298
+142,036
108
$1.84B 0.19%
5,693,331
+412,383
109
$1.81B 0.18%
8,871,288
-386,771
110
$1.77B 0.18%
35,583,165
+1,669,075
111
$1.76B 0.18%
11,325,386
+190,258
112
$1.75B 0.18%
32,695,948
+3,531,562
113
$1.75B 0.18%
18,533,366
-480,623
114
$1.73B 0.18%
10,119,381
-1,508,889
115
$1.73B 0.18%
11,266,937
-81,104
116
$1.68B 0.17%
47,374,276
-1,024,600
117
$1.68B 0.17%
3,474,637
-10,541
118
$1.68B 0.17%
24,361,549
-226,248
119
$1.64B 0.17%
40,258,545
+2,408,187
120
$1.6B 0.16%
8,362,267
+91,801
121
$1.58B 0.16%
11,255,490
+104,490
122
$1.56B 0.16%
11,404,788
+6,823,515
123
$1.55B 0.16%
5,318,872
-21,463
124
$1.52B 0.15%
11,831,753
-901,728
125
$1.51B 0.15%
9,212,431
+1,020,247
3 4
5
6 7