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
1276
$72.9M 0.01%
400,774
+29,212
1277
$72.5M 0.01%
3,349,984
+364,080
1278
$72.5M 0.01%
1,447,064
-196,572
1279
$72.4M 0.01%
2,629,609
-5,878,766
1280
$72.2M 0.01%
1,295,588
+140,925
1281
$71.7M 0.01%
1,206,954
+131,499
1282
$71.6M 0.01%
421,245
-14,116
1283
$71.6M 0.01%
2,895,067
+433,537
1284
$71.5M 0.01%
794,784
-54,115
1285
$71.3M 0.01%
724,329
+12,617
1286
$71.3M 0.01%
531,158
+7,468
1287
$71.2M 0.01%
788,692
+8,110
1288
$70.6M 0.01%
4,770,661
-241,681
1289
$70.5M 0.01%
266,638
-51,934
1290
$70.4M 0.01%
8,814,745
-3,271,091
1291
$70.4M 0.01%
2,212,462
-24,838
1292
$70.3M 0.01%
921,620
+23,493
1293
$70.3M 0.01%
4,879,060
-223,072
1294
$70.3M 0.01%
1,912,541
+893,059
1295
$70.2M 0.01%
1,408,009
+329,491
1296
$70.2M 0.01%
911,161
+26,869
1297
$70.1M 0.01%
3,966,476
+193,450
1298
$70.1M 0.01%
434,932
-24,833
1299
$69.9M 0.01%
2,593,412
-60,715
1300
$69.6M 0.01%
1,203,142
-4,345
50 51
52
53 54