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
1226
$77.9M 0.01%
1,958,460
-156,595
1227
$77.7M 0.01%
731,978
-24,117
1228
$77.6M 0.01%
651,826
+28,896
1229
$77.5M 0.01%
723,042
-149,998
1230
$77.4M 0.01%
3,557,739
+494,708
1231
$77.3M 0.01%
2,123,683
+252,364
1232
$77.3M 0.01%
397,021
+23,276
1233
$77.2M 0.01%
485,400
+27,747
1234
$77.1M 0.01%
313,190
-149,409
1235
$77M 0.01%
1,291,202
+2,342
1236
$76.9M 0.01%
890,785
+379,367
1237
$76.7M 0.01%
505,081
-840
1238
$76.7M 0.01%
686,580
+11,999
1239
$76.7M 0.01%
213,888
+14,408
1240
$76.6M 0.01%
4,829,091
+1,490,486
1241
$76.5M 0.01%
893,240
+42,483
1242
$76.3M 0.01%
447,887
+43,773
1243
$76.3M 0.01%
2,778,212
+12,235
1244
$76.2M 0.01%
1,218,238
-37,642
1245
$76M 0.01%
1,222,977
-267,903
1246
$76M 0.01%
3,036,238
+1,601,336
1247
$76M 0.01%
3,263,023
+56,315
1248
$76M 0.01%
2,212,734
+207,754
1249
$76M 0.01%
3,922,417
+1,180,982
1250
$75.8M 0.01%
1,896,576
+48,892
48 49
50
51 52