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
576
$83.8M 0.03%
197,095
-41,092
577
$83.8M 0.03%
1,957,180
+183,037
578
$83.7M 0.03%
2,364,738
+220,506
579
$83.4M 0.03%
1,152,776
+72,006
580
$83.3M 0.03%
1,838,726
+207,850
581
$82.3M 0.03%
1,021,033
+219,172
582
$81.7M 0.03%
1,198,341
+388,121
583
$81.6M 0.03%
758,721
-214,057
584
$81.5M 0.03%
3,627,062
+415,741
585
$81.4M 0.03%
1,557,033
-326,383
586
$81.2M 0.03%
1,594,520
-305,929
587
$81.1M 0.03%
1,789,099
+183,121
588
$81.1M 0.03%
1,411,761
+709,378
589
$81M 0.03%
1,579,783
+94,572
590
$81M 0.03%
1,672,761
+341,296
591
$80.4M 0.03%
3,091,127
+524,265
592
$80.4M 0.03%
+4,539,512
593
$80.4M 0.03%
872,210
+6
594
$80.3M 0.03%
1,774,805
+486,241
595
$80.2M 0.03%
3,758,062
+272,125
596
$80.2M 0.03%
1,212,895
+12,054
597
$79.5M 0.03%
1,590,733
+501,099
598
$79.1M 0.03%
2,071,095
+1,649,989
599
$77.7M 0.03%
584,918
-3,660
600
$77.2M 0.03%
1,166,868
+606,304
22 23
24
25 26