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
951
$38.5M 0.02%
26,238
-9,958
952
$38.4M 0.02%
1,308,711
-164,087
953
$38.2M 0.02%
1,588
+165
954
$38.2M 0.02%
1,454,614
-349,569
955
$38.2M 0.02%
4,479,133
-355,024
956
$38.2M 0.02%
2,169,439
-3,524
957
$38M 0.01%
1,032,556
-59,762
958
$38M 0.01%
4,127,428
+1,313,772
959
$37.9M 0.01%
1,084,631
+69,897
960
$37.8M 0.01%
499,288
+22,592
961
$37.8M 0.01%
259,146
-193,852
962
$37.8M 0.01%
728,826
-17,776
963
$37.7M 0.01%
836,319
-43,233
964
$37.5M 0.01%
1,631,128
-70,209
965
$37.3M 0.01%
642,393
-11,938
966
$37.3M 0.01%
735,203
+451,550
967
$37.3M 0.01%
953,783
+623,055
968
$37.2M 0.01%
792,728
+454,429
969
$37.1M 0.01%
843,566
+140,078
970
$37M 0.01%
390,939
+204,758
971
$36.8M 0.01%
735,824
+39,555
972
$36.7M 0.01%
586,472
+310,945
973
$36.7M 0.01%
800,928
+177,483
974
$36.7M 0.01%
1,639,383
+61,767
975
$36.6M 0.01%
615,034
+3,662
37 38
39
40 41