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
$255B
AUM Growth
+$16.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,939
New
Increased
Reduced
Closed

Top Buys

1
+$878M
2
+$763M
3
+$360M
4
SPLK
Splunk Inc
SPLK
+$355M
5
WDAY icon
Workday
WDAY
+$345M

Top Sells

1
+$1.18B
2
+$434M
3
+$392M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$370M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$340M

Sector Composition

1 Technology 8.71%
2 Financials 8.54%
3 Healthcare 8.22%
4 Energy 7.4%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$126M 0.05%
807,239
+90,238
427
$126M 0.05%
2,626,037
-243,324
428
$126M 0.05%
404,923
+117,268
429
$125M 0.05%
1,427,440
+500,880
430
$125M 0.05%
1,361,287
+29,917
431
$124M 0.05%
2,079,549
-1,004,811
432
$124M 0.05%
9,652,439
-53,605
433
$123M 0.05%
2,480,591
+2,135,469
434
$123M 0.05%
2,704,437
+43,097
435
$123M 0.05%
4,536,224
+886,233
436
$122M 0.05%
925,028
-1,918,271
437
$122M 0.05%
1,623,088
+76,506
438
$121M 0.05%
1,712,119
-38,426
439
$121M 0.05%
3,451,194
+1,371,372
440
$120M 0.05%
1,816,308
+16,081
441
$120M 0.05%
4,971,784
+211,572
442
$120M 0.05%
2,521,376
+19,748
443
$120M 0.05%
1,138,736
+108,354
444
$119M 0.05%
1,567,383
-506,080
445
$119M 0.05%
1,666,177
+159,659
446
$119M 0.05%
3,596,072
+1,225,378
447
$118M 0.05%
2,290,773
-120,964
448
$118M 0.05%
1,390,839
-67,334
449
$118M 0.05%
1,120,122
-25,138
450
$118M 0.05%
8,889,616
+1,890,500
16 17
18
19 20