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
2001
$31.6M ﹤0.01%
994,388
+108,264
2002
$31.6M ﹤0.01%
745,913
-81,931
2003
$31.5M ﹤0.01%
602,199
+144,231
2004
$31.5M ﹤0.01%
728,082
-27,876
2005
$31.4M ﹤0.01%
2,060,210
+100,201
2006
$31.4M ﹤0.01%
1,022,633
+120,010
2007
$31.3M ﹤0.01%
1,864,269
+446,812
2008
$31.3M ﹤0.01%
2,096,687
+1,069,612
2009
$31.2M ﹤0.01%
342,888
+174,585
2010
$31.2M ﹤0.01%
374,429
-3,270
2011
$31.2M ﹤0.01%
1,702,988
-163,776
2012
$31.2M ﹤0.01%
2,576,226
+63,671
2013
$31.2M ﹤0.01%
943,659
+3,661
2014
$31.1M ﹤0.01%
480,126
+118,947
2015
$31.1M ﹤0.01%
449,453
-150,596
2016
$31.1M ﹤0.01%
444,948
+23,482
2017
$31.1M ﹤0.01%
488,200
+17,200
2018
$31M ﹤0.01%
1,052,206
+143,955
2019
$31M ﹤0.01%
2,237,455
-1,217,387
2020
$30.9M ﹤0.01%
1,367,863
+173,942
2021
$30.9M ﹤0.01%
668,135
+21,205
2022
$30.8M ﹤0.01%
792,223
-7,476
2023
$30.8M ﹤0.01%
594,847
+19,340
2024
$30.8M ﹤0.01%
1,025,030
-463,075
2025
$30.8M ﹤0.01%
1,258,558
-459,369
79 80
81
82 83