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
1426
$58.7M 0.01%
1,262,241
+21,064
1427
$58.6M 0.01%
1,050,037
-458,307
1428
$58.3M 0.01%
2,904,866
-129,115
1429
$58.2M 0.01%
963,321
-5,527
1430
$58.1M 0.01%
4,199,473
+325,540
1431
$58.1M 0.01%
449,459
+6,987
1432
$57.9M 0.01%
1,151,941
-115,945
1433
$57.7M 0.01%
1,718,433
-257,111
1434
$57.7M 0.01%
1,374,923
-121,429
1435
$57.6M 0.01%
1,063,761
-235,083
1436
$57.6M 0.01%
2,195,874
+17,110
1437
$57.6M 0.01%
1,433,301
+1,105,536
1438
$57.5M 0.01%
675,512
+82,690
1439
$57.5M 0.01%
4,468,900
-176,993
1440
$57.5M 0.01%
1,028,870
+65,209
1441
$57.4M 0.01%
1,446,714
+540,359
1442
$57.2M 0.01%
6,332,280
-893,400
1443
$57.1M 0.01%
2,098,291
+74,670
1444
$57.1M 0.01%
2,358,730
+25,529
1445
$56.9M 0.01%
619,809
+150,265
1446
$56.8M 0.01%
839,690
-9,688
1447
$56.7M 0.01%
2,367,188
-267,248
1448
$56.6M 0.01%
1,237,100
-60,730
1449
$56.5M 0.01%
1,724,385
+461,527
1450
$56.5M 0.01%
340,452
-205,599
56 57
58
59 60