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
451
$118M 0.05%
2,893,444
-26,500
452
$118M 0.05%
2,287,105
+52,809
453
$117M 0.05%
2,705,312
+535,353
454
$117M 0.05%
1,073,246
+34,492
455
$116M 0.05%
3,722,333
-71,937
456
$116M 0.05%
8,933,864
+649,822
457
$116M 0.05%
4,969,742
-126,375
458
$116M 0.05%
1,373,856
-160,871
459
$116M 0.05%
3,862,433
+369,763
460
$116M 0.05%
2,178,170
+153,680
461
$115M 0.05%
1,196,202
-16,953
462
$115M 0.05%
17,340,960
+15,360,040
463
$115M 0.05%
3,561,722
-801,788
464
$115M 0.05%
2,904,210
-282,114
465
$114M 0.04%
1,316,690
-19,541
466
$114M 0.04%
9,230,253
+1,722,178
467
$114M 0.04%
2,017,732
+95,290
468
$114M 0.04%
5,718,671
+455,084
469
$113M 0.04%
3,183,227
-5,767,826
470
$113M 0.04%
3,313,580
+407,807
471
$113M 0.04%
605,044
+88,853
472
$113M 0.04%
24,636,600
+3,838,794
473
$112M 0.04%
7,157,348
+361,626
474
$110M 0.04%
1,811,461
+260,729
475
$110M 0.04%
1,096,039
-22,816
17 18
19
20 21