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
1451
$56.5M 0.01%
27,018,077
+20,803,505
1452
$56.4M 0.01%
537,692
+102,206
1453
$56.4M 0.01%
2,012,792
+891,641
1454
$56.3M 0.01%
1,064,414
-135,945
1455
$56.3M 0.01%
1,073,089
-50,917
1456
$56.3M 0.01%
2,911,916
+365,897
1457
$56.2M 0.01%
4,363,366
+186,129
1458
$56.2M 0.01%
3,484,972
+578,708
1459
$56.1M 0.01%
1,080,623
+40,124
1460
$56.1M 0.01%
1,199,936
+6,728
1461
$56.1M 0.01%
1,074,155
-96,088
1462
$56M 0.01%
596,813
-218,991
1463
$55.9M 0.01%
2,912,020
-95,032
1464
$55.8M 0.01%
2,412,923
+419,110
1465
$55.8M 0.01%
3,834,370
+143,949
1466
$55.8M 0.01%
616,800
-22,278
1467
$55.7M 0.01%
1,630,004
+150,242
1468
$55.7M 0.01%
2,387,995
+217,997
1469
$55.6M 0.01%
1,002,350
-470,387
1470
$55.5M 0.01%
815,757
-78,667
1471
$55.5M 0.01%
873,862
+31,570
1472
$55.4M 0.01%
633,388
-72,053
1473
$55.3M 0.01%
1,098,777
+155,096
1474
$55.3M 0.01%
1,366,773
-17,072
1475
$55.3M 0.01%
5,127,954
-461,636
57 58
59
60 61