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
1401
$60.6M 0.01%
2,187,321
+61,260
1402
$60.4M 0.01%
3,065,041
+328,042
1403
$60.2M 0.01%
307,869
+45,997
1404
$60M 0.01%
1,103,393
+44,014
1405
$59.9M 0.01%
1,274,263
-48,840
1406
$59.9M 0.01%
222,963
-4,017
1407
$59.8M 0.01%
994,084
+65,546
1408
$59.8M 0.01%
3,446,965
+1,280,389
1409
$59.7M 0.01%
2,116,582
-96,695
1410
$59.7M 0.01%
869,716
-43,851
1411
$59.6M 0.01%
1,477,808
+189,846
1412
$59.6M 0.01%
581,030
-133,609
1413
$59.5M 0.01%
278,641
-5,996
1414
$59.5M 0.01%
6,999,580
+4,731,807
1415
$59.5M 0.01%
793,475
-21,553
1416
$59.5M 0.01%
3,103,266
-196,735
1417
$59.3M 0.01%
4,282,537
+156,815
1418
$59.3M 0.01%
336,413
+113,696
1419
$59.2M 0.01%
5,808,478
-1,141,312
1420
$59.2M 0.01%
5,616,086
+1,408,124
1421
$59.2M 0.01%
904,449
-89,742
1422
$59.1M 0.01%
4,703,321
+599,025
1423
$58.9M 0.01%
2,749,750
-6,146
1424
$58.8M 0.01%
3,563,671
-238,213
1425
$58.8M 0.01%
8,328,688
-774,127
55 56
57
58 59