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
1301
$69.5M 0.01%
3,978,750
-642,944
1302
$69.4M 0.01%
2,923,957
-566,559
1303
$69.3M 0.01%
1,528,061
+302,946
1304
$69.2M 0.01%
2,185,883
+36,149
1305
$69.1M 0.01%
1,194,180
+32,760
1306
$69M 0.01%
909,583
+14,175
1307
$68.9M 0.01%
706,048
+236,347
1308
$68.8M 0.01%
1,940,181
+59,743
1309
$68.7M 0.01%
3,307,398
+212,005
1310
$68.6M 0.01%
1,294,251
+191,611
1311
$68.6M 0.01%
3,138,395
+551,074
1312
$68.5M 0.01%
2,728,309
-222,122
1313
$68.5M 0.01%
3,018,831
+556,957
1314
$68.5M 0.01%
1,114,104
+203,878
1315
$68.4M 0.01%
2,290,572
+329,090
1316
$68.3M 0.01%
2,202,203
-2,105,626
1317
$68.1M 0.01%
2,266,466
+256,761
1318
$68.1M 0.01%
2,075,479
-67,646
1319
$68M 0.01%
861,196
+156
1320
$68M 0.01%
6,695,075
-410,185
1321
$67.8M 0.01%
604,862
+39,231
1322
$67.8M 0.01%
2,778,334
-439,531
1323
$67.7M 0.01%
4,195,996
+2,182,434
1324
$67.5M 0.01%
60,313
+940
1325
$67.4M 0.01%
761,507
-124,714
51 52
53
54 55