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 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$90M 0.04%
2,328,596
+1,103,766
552
$89.2M 0.03%
+3,127,350
553
$89.1M 0.03%
+1,258,571
554
$88.5M 0.03%
792,917
-80,250
555
$88.4M 0.03%
1,200,920
+44,395
556
$88.2M 0.03%
2,238,252
+310,678
557
$87.9M 0.03%
1,776,843
+33,802
558
$87.9M 0.03%
7,421,154
-14,080,542
559
$87.8M 0.03%
2,529,619
+1,664,186
560
$87.7M 0.03%
998,163
-67,740
561
$87.4M 0.03%
1,138,546
-19,444
562
$87.3M 0.03%
1,222,834
-169,238
563
$87M 0.03%
2,576,750
+609,815
564
$86.9M 0.03%
1,937,386
-36,302
565
$86.1M 0.03%
1,945,157
+310,385
566
$86M 0.03%
922,124
-13,863
567
$85.9M 0.03%
839,892
-85,004
568
$85.8M 0.03%
1,779,007
+262,857
569
$85.6M 0.03%
7,315,546
+616,551
570
$85.5M 0.03%
1,100,658
+35,803
571
$85.1M 0.03%
1,474,615
-60,218
572
$84.6M 0.03%
1,210,981
+996,905
573
$84.5M 0.03%
1,906,689
+114,490
574
$84.4M 0.03%
3,789,766
+201,586
575
$84.3M 0.03%
3,539,510
-55,346
21 22
23
24 25