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
926
$40.2M 0.02%
1,478,089
+378,152
927
$40.1M 0.02%
1,244,552
+215,783
928
$40.1M 0.02%
1,987,240
+133,595
929
$40M 0.02%
1,660,196
+1,473,978
930
$40M 0.02%
1,045,895
+120,550
931
$39.8M 0.02%
643,192
+80,442
932
$39.7M 0.02%
900,029
+406,352
933
$39.7M 0.02%
3,768,948
-6,703
934
$39.7M 0.02%
523,424
+375,510
935
$39.7M 0.02%
720,616
+56,957
936
$39.5M 0.02%
1,517,538
+453,345
937
$39.5M 0.02%
727,754
+73,113
938
$39.5M 0.02%
1,347,562
+622,018
939
$39.4M 0.02%
1,148,455
-6,924
940
$39.4M 0.02%
1,271,418
-487,091
941
$39.3M 0.02%
2,542,135
-265,500
942
$39.2M 0.02%
3,963,451
-1,500,277
943
$39.2M 0.02%
680,842
+564,793
944
$39.2M 0.02%
1,932,835
+46,454
945
$39.1M 0.02%
4,752,357
-77,264
946
$39M 0.02%
3,463,491
+258,428
947
$38.9M 0.02%
769,743
+83,398
948
$38.8M 0.02%
524,812
+59,853
949
$38.6M 0.02%
928,273
-966
950
$38.5M 0.02%
3,020,743
-161,711
36 37
38
39 40