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
1001
$35.5M 0.01%
936,702
+3,516
1002
$35.4M 0.01%
496,946
-18,394
1003
$35.4M 0.01%
2,417,625
+245,280
1004
$35.3M 0.01%
106,456
-10,898
1005
$35.2M 0.01%
254,422
-47,528
1006
$35.1M 0.01%
1,222,829
+90,713
1007
$35.1M 0.01%
1,799,081
-970,855
1008
$35.1M 0.01%
547,084
-70,141
1009
$35M 0.01%
75,593,560
-23,916,760
1010
$35M 0.01%
705,370
+19,846
1011
$35M 0.01%
845,228
-520,714
1012
$34.8M 0.01%
1,001,791
+256,306
1013
$34.8M 0.01%
1,010,102
+173,521
1014
$34.8M 0.01%
675,015
+45,636
1015
$34.7M 0.01%
1,797,277
+182,054
1016
$34.7M 0.01%
1,039,203
-168,198
1017
$34.7M 0.01%
2,649,700
-21,800
1018
$34.6M 0.01%
3,267,255
+3,180,860
1019
$34.6M 0.01%
298,666
-4,396
1020
$34.5M 0.01%
864,467
+137,447
1021
$34.5M 0.01%
526,365
+207,999
1022
$34.4M 0.01%
739,618
+141,849
1023
$34.4M 0.01%
1,737,340
-95,084
1024
$34.4M 0.01%
408,668
+39,550
1025
$34.4M 0.01%
2,264,709
-7,558
39 40
41
42 43