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
1026
$34.3M 0.01%
762,216
+136,181
1027
$34.2M 0.01%
553,561
+11,940
1028
$34.2M 0.01%
968,462
+51,499
1029
$34.1M 0.01%
435,658
+58,155
1030
$34.1M 0.01%
162,236
+8,730
1031
$34.1M 0.01%
351,843
+66,018
1032
$34M 0.01%
1,278,426
+26,458
1033
$33.8M 0.01%
319,892
+26,770
1034
$33.6M 0.01%
972,357
+22,078
1035
$33.6M 0.01%
2,111,184
+831,426
1036
$33.6M 0.01%
2,833,800
-1,577,850
1037
$33.5M 0.01%
1,191,093
+63,978
1038
$33.4M 0.01%
461,088
+41,167
1039
$33.4M 0.01%
724,580
+345,884
1040
$33.1M 0.01%
276,689
-12,985
1041
$33.1M 0.01%
1,324,777
-52,406
1042
$33.1M 0.01%
317,141
+7,936
1043
$33M 0.01%
399,169
+215,614
1044
$33M 0.01%
1,087,844
-33,664
1045
$33M 0.01%
1,257,447
+199,499
1046
$32.9M 0.01%
725,426
+234,229
1047
$32.8M 0.01%
596,304
-73,759
1048
$32.7M 0.01%
165,276
+139,280
1049
$32.6M 0.01%
158,736
+28,594
1050
$32.6M 0.01%
865,061
+17,746
40 41
42
43 44