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
1551
$51.5M 0.01%
2,124,315
+460,941
1552
$51.5M 0.01%
879,593
+120,689
1553
$51.5M 0.01%
1,173,314
-102,159
1554
$51.5M 0.01%
3,551,370
-17,598
1555
$51.4M 0.01%
4,736,795
+689,514
1556
$51.4M 0.01%
630,682
-228,854
1557
$51.3M 0.01%
7,367,113
-705,051
1558
$51.2M 0.01%
701,016
+55,296
1559
$51.2M 0.01%
485,100
+44,567
1560
$51M 0.01%
1,721,514
-941,296
1561
$50.9M 0.01%
542,752
+94,568
1562
$50.9M 0.01%
2,222,324
+276,799
1563
$50.9M 0.01%
1,779,837
+1,779,808
1564
$50.8M 0.01%
5,331,541
+487,584
1565
$50.7M 0.01%
3,009,409
-119,421
1566
$50.6M 0.01%
3,159,009
+155,559
1567
$50.6M 0.01%
2,079,883
-807,902
1568
$50.5M 0.01%
2,240,173
-100,130
1569
$50.5M 0.01%
1,543,800
+124,756
1570
$50.4M 0.01%
1,030,232
+139,587
1571
$50.3M 0.01%
10,089,331
-160,147
1572
$50.3M 0.01%
3,005,557
+764,896
1573
$50.2M 0.01%
3,226,273
+26,809
1574
$50.1M 0.01%
2,611,633
+1,752,169
1575
$50.1M 0.01%
847,597
+49,615
61 62
63
64 65