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
1576
$50M 0.01%
511,135
+18,554
1577
$50M 0.01%
318,542
-5,553
1578
$50M 0.01%
1,365,119
+82,869
1579
$50M 0.01%
1,656,867
-7,698
1580
$49.9M 0.01%
8,515,718
-1,654,843
1581
$49.9M 0.01%
5,017,944
+1,046,414
1582
$49.9M 0.01%
961,088
+148,466
1583
$49.8M 0.01%
243,696
+34,139
1584
$49.8M 0.01%
1,384,535
+383,513
1585
$49.7M 0.01%
1,410,240
+56,671
1586
$49.6M 0.01%
1,423,168
+402,360
1587
$49.6M 0.01%
1,202,318
+33,680
1588
$49.5M 0.01%
1,273,835
+182,130
1589
$49.5M 0.01%
1,780,276
+110,407
1590
$49.5M 0.01%
1,221,336
-243,613
1591
$49.3M 0.01%
727,738
+40,960
1592
$49.3M 0.01%
3,684,000
+436,370
1593
$49.2M 0.01%
471,286
+23,672
1594
$49.2M 0.01%
1,639,033
-98,222
1595
$49.2M 0.01%
423,929
+89,132
1596
$49.2M 0.01%
123,381
-227,250
1597
$49.2M 0.01%
1,358,181
+65,870
1598
$49.2M 0.01%
1,020,204
+93,790
1599
$49.2M 0.01%
889,904
-55,765
1600
$49M 0.01%
680,987
+91,092
62 63
64
65 66