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
651
$67.9M 0.03%
5,242,800
+327,840
652
$67.9M 0.03%
1,155,691
+129,500
653
$67.8M 0.03%
1,983,194
+607,860
654
$67.7M 0.03%
1,984,142
+127,627
655
$67.3M 0.03%
1,380,570
-361,132
656
$67.3M 0.03%
1,271,426
+177,345
657
$67.2M 0.03%
2,936,031
+599,903
658
$67.1M 0.03%
1,634,495
+525,624
659
$66.9M 0.03%
2,912,602
+518,093
660
$66.9M 0.03%
918,437
+76,146
661
$66.8M 0.03%
2,210,417
+243,038
662
$66.7M 0.03%
2,016,238
+655,772
663
$66.6M 0.03%
758,667
+76,106
664
$66.5M 0.03%
3,511,872
-13,312
665
$66.3M 0.03%
1,143,123
-70,841
666
$66.3M 0.03%
1,660,081
-1,006,424
667
$66.2M 0.03%
1,768,080
-224,360
668
$66.1M 0.03%
3,701,169
+452,407
669
$65.8M 0.03%
379,175
+134,508
670
$65.7M 0.03%
1,499,437
-15,281
671
$65.6M 0.03%
747,851
-107,583
672
$65.2M 0.03%
2,144,320
-114,764
673
$65.1M 0.03%
3,860,937
+20,721
674
$65.1M 0.03%
914,888
+733,980
675
$65M 0.03%
2,625,570
+1,805,580
25 26
27
28 29