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
776
$51.9M 0.02%
225,845
+2,248
777
$51.9M 0.02%
2,023,105
+380,305
778
$51.8M 0.02%
958,040
+286,673
779
$51.8M 0.02%
1,961,577
-855,617
780
$51.7M 0.02%
1,609,677
+50,189
781
$51.7M 0.02%
432,738
+31,381
782
$51.6M 0.02%
775,475
+17,859
783
$51.5M 0.02%
1,465,950
+64,505
784
$51.3M 0.02%
1,564,946
+270,887
785
$50.8M 0.02%
2,222,379
-12,069
786
$50.8M 0.02%
2,488,320
+12,560
787
$50.8M 0.02%
4,337,388
-1,264,552
788
$50.7M 0.02%
1,087,921
+757,023
789
$50.6M 0.02%
4,112,076
+350,329
790
$50.5M 0.02%
387,440
+20,039
791
$50.4M 0.02%
1,069,035
+20,743
792
$50.3M 0.02%
1,822,905
+742,361
793
$50.3M 0.02%
360,556
+37,556
794
$50.3M 0.02%
2,238,894
+991,642
795
$50.2M 0.02%
932,662
+64,138
796
$50.2M 0.02%
604,866
+39,714
797
$50.2M 0.02%
463,638
-68,415
798
$50.1M 0.02%
2,039,066
-259,788
799
$50.1M 0.02%
1,923,588
+1,827,052
800
$49.8M 0.02%
342,227
+163,880
30 31
32
33 34