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
601
$77.1M 0.03%
886,086
-24,533
602
$77M 0.03%
2,112,089
+468,709
603
$76.8M 0.03%
971,648
+35,226
604
$76.8M 0.03%
+455,133
605
$76.6M 0.03%
1,595,804
-52,916
606
$76.2M 0.03%
2,320,902
-349,650
607
$75.9M 0.03%
4,289,915
+837,710
608
$75.9M 0.03%
1,924,449
+11,155
609
$75.9M 0.03%
2,943,059
+759,425
610
$75.8M 0.03%
751,955
+476,373
611
$75.7M 0.03%
1,671,667
-175,348
612
$75.6M 0.03%
792,567
-440,434
613
$75.5M 0.03%
2,748,305
+2,024,187
614
$75M 0.03%
650,192
+81,267
615
$74.9M 0.03%
769,298
-302,451
616
$74.9M 0.03%
1,954,975
+590,921
617
$74.8M 0.03%
2,748,975
+224,547
618
$74.8M 0.03%
3,901,812
-387,010
619
$74.1M 0.03%
2,454,750
-1,446,158
620
$74M 0.03%
1,965,305
+140,250
621
$73.6M 0.03%
1,755,000
+30,000
622
$73.6M 0.03%
2,490,318
+508,071
623
$73.2M 0.03%
795,700
-512,447
624
$73.1M 0.03%
1,273,280
+172,226
625
$72.9M 0.03%
1,916,153
+355,838
23 24
25
26 27