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
1951
$33.2M ﹤0.01%
646,975
-148,102
1952
$33.1M ﹤0.01%
1,885,320
+384,709
1953
$33.1M ﹤0.01%
7,259,646
-4,596,992
1954
$33.1M ﹤0.01%
3,544,264
+1,712,788
1955
$33M ﹤0.01%
1,552,314
+46,703
1956
$32.9M ﹤0.01%
828,257
+203,153
1957
$32.9M ﹤0.01%
421,769
-148,066
1958
$32.9M ﹤0.01%
2,522,780
+179,755
1959
$32.9M ﹤0.01%
6,037,823
-3,853,998
1960
$32.9M ﹤0.01%
858,509
+435,779
1961
$32.9M ﹤0.01%
883,960
-10,291
1962
$32.8M ﹤0.01%
551,203
+100,319
1963
$32.8M ﹤0.01%
1,168,564
+23,125
1964
$32.7M ﹤0.01%
584,318
+94,951
1965
$32.7M ﹤0.01%
1,285,404
-197,894
1966
$32.7M ﹤0.01%
1,431,712
+16,544
1967
$32.7M ﹤0.01%
723,230
+188,718
1968
$32.7M ﹤0.01%
368,216
-4,640
1969
$32.6M ﹤0.01%
533,983
+26,088
1970
$32.6M ﹤0.01%
416,069
-28,081
1971
$32.6M ﹤0.01%
1,621,749
+182,182
1972
$32.5M ﹤0.01%
501,329
-254,681
1973
$32.5M ﹤0.01%
3,154,524
-1,087,462
1974
$32.5M ﹤0.01%
654,083
+15,504
1975
$32.5M ﹤0.01%
2,125,099
+237,808
77 78
79
80 81