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
2076
$28.8M ﹤0.01%
18,229,223
+772,095
2077
$28.8M ﹤0.01%
1,671,905
+70,790
2078
$28.7M ﹤0.01%
386,067
-106,741
2079
$28.6M ﹤0.01%
823,889
+260,073
2080
$28.6M ﹤0.01%
2,324,373
+293,779
2081
$28.6M ﹤0.01%
506,100
-11,256
2082
$28.6M ﹤0.01%
809,371
-33,435
2083
$28.6M ﹤0.01%
356,623
+80,947
2084
$28.6M ﹤0.01%
988,904
+44,768
2085
$28.5M ﹤0.01%
397,091
-40,598
2086
$28.5M ﹤0.01%
997,012
-471,184
2087
$28.5M ﹤0.01%
3,501,523
-9,856
2088
$28.5M ﹤0.01%
287,228
+42,323
2089
$28.5M ﹤0.01%
4,278,735
+999,049
2090
$28.4M ﹤0.01%
4,484,718
-1,001,080
2091
$28.4M ﹤0.01%
766,795
+145,331
2092
$28.3M ﹤0.01%
3,026,331
-141,643
2093
$28.2M ﹤0.01%
1,382,908
+344,737
2094
$28.2M ﹤0.01%
172,565
-10,416
2095
$28.2M ﹤0.01%
1,067,170
+376,178
2096
$28.2M ﹤0.01%
1,944,418
-760,993
2097
$28.1M ﹤0.01%
513,797
-77,547
2098
$28.1M ﹤0.01%
1,174,847
+65,246
2099
$28.1M ﹤0.01%
2,295,987
+370,172
2100
$28.1M ﹤0.01%
2,170,606
+263,886
82 83
84
85 86