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
1601
$49M 0.01%
2,209,335
-63,524
1602
$49M 0.01%
2,233,359
+160,342
1603
$49M 0.01%
2,562,969
+341,420
1604
$48.8M 0.01%
291,880
-7,626
1605
$48.8M 0.01%
3,047,618
-207,003
1606
$48.8M 0.01%
974,456
+154,265
1607
$48.7M 0.01%
935,587
-91,838
1608
$48.5M ﹤0.01%
861,244
+7,151
1609
$48.5M ﹤0.01%
1,978,488
-633,180
1610
$48.5M ﹤0.01%
476,735
+53,276
1611
$48.4M ﹤0.01%
1,085,020
-30,098
1612
$48.4M ﹤0.01%
2,728,872
-5,848
1613
$48.4M ﹤0.01%
660,771
+176,163
1614
$48.4M ﹤0.01%
596,207
+34,220
1615
$48.2M ﹤0.01%
1,198,710
+253,349
1616
$48.2M ﹤0.01%
366,659
+198,803
1617
$48.1M ﹤0.01%
31,870,962
+2,259,841
1618
$48M ﹤0.01%
163,418
-23,316
1619
$48M ﹤0.01%
1,166,599
+49,146
1620
$47.8M ﹤0.01%
2,157,251
+122,575
1621
$47.8M ﹤0.01%
1,917,335
+182,582
1622
$47.8M ﹤0.01%
652,563
+46,608
1623
$47.8M ﹤0.01%
430,645
+101,823
1624
$47.7M ﹤0.01%
5,674,705
+177,553
1625
$47.7M ﹤0.01%
4,984,401
-118,435
63 64
65
66 67