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
2026
$30.8M ﹤0.01%
1,948,210
-40,878
2027
$30.7M ﹤0.01%
2,033,031
+899,543
2028
$30.7M ﹤0.01%
688,225
+10,560
2029
$30.7M ﹤0.01%
375,498
+36,766
2030
$30.6M ﹤0.01%
1,176,672
-203,427
2031
$30.6M ﹤0.01%
2,783,849
-512,916
2032
$30.5M ﹤0.01%
176,758
-12,901
2033
$30.5M ﹤0.01%
2,592,051
-324,329
2034
$30.5M ﹤0.01%
4,983,492
+9,549
2035
$30.5M ﹤0.01%
677,636
-6,772
2036
$30.5M ﹤0.01%
582,233
+16,284
2037
$30.4M ﹤0.01%
6,338,637
+85,055
2038
$30.3M ﹤0.01%
1,824,909
-872,663
2039
$30.3M ﹤0.01%
851,689
-46,613
2040
$30.2M ﹤0.01%
8,465,479
-2,000
2041
$30.2M ﹤0.01%
178,924
+11,894
2042
$30.2M ﹤0.01%
725,794
+5,366
2043
$30.2M ﹤0.01%
474,257
-6,865
2044
$30.2M ﹤0.01%
2,042,283
-37,910
2045
$30.1M ﹤0.01%
4,483,804
+3,374,285
2046
$30.1M ﹤0.01%
425,714
+71,416
2047
$30.1M ﹤0.01%
1,665,189
+213,448
2048
$30.1M ﹤0.01%
1,072,581
-260
2049
$30M ﹤0.01%
80,522
+25,287
2050
$30M ﹤0.01%
373,722
+40,417
80 81
82
83 84