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
1926
$33.8M ﹤0.01%
1,553,677
+81,246
1927
$33.8M ﹤0.01%
686,932
+7,773
1928
$33.8M ﹤0.01%
919,282
+145,533
1929
$33.7M ﹤0.01%
1,227,656
+41,374
1930
$33.6M ﹤0.01%
394,220
-174,287
1931
$33.6M ﹤0.01%
325,575
+1,271
1932
$33.6M ﹤0.01%
2,278,412
-378,448
1933
$33.5M ﹤0.01%
1,226,507
-115,056
1934
$33.5M ﹤0.01%
1,397,172
-263,890
1935
$33.5M ﹤0.01%
288,552
+13,725
1936
$33.5M ﹤0.01%
768,202
+233,195
1937
$33.4M ﹤0.01%
1,045,861
-222,503
1938
$33.4M ﹤0.01%
1,953,635
-50,484
1939
$33.4M ﹤0.01%
886,319
+408,895
1940
$33.4M ﹤0.01%
1,225,047
+296,015
1941
$33.4M ﹤0.01%
1,466,525
+673,291
1942
$33.4M ﹤0.01%
267,089
-24,159
1943
$33.4M ﹤0.01%
830,026
+503,488
1944
$33.3M ﹤0.01%
298,801
+26,293
1945
$33.3M ﹤0.01%
462,650
-14,341
1946
$33.3M ﹤0.01%
2,366,928
-24,144
1947
$33.3M ﹤0.01%
142,047
-43,852
1948
$33.2M ﹤0.01%
4,202,204
+102,559
1949
$33.2M ﹤0.01%
2,468,454
-32,428
1950
$33.2M ﹤0.01%
294,909
+45,380
76 77
78
79 80