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
1051
$32.6M 0.01%
320,366
-47,255
1052
$32.6M 0.01%
2,053,020
+23,946
1053
$32.5M 0.01%
679,750
+72,784
1054
$32.4M 0.01%
2,539,131
+1,164,802
1055
$32.3M 0.01%
894,523
+375,848
1056
$32.3M 0.01%
272,573
-10,064
1057
$32.3M 0.01%
378,620
+26,535
1058
$32.2M 0.01%
565,239
+13,486
1059
$32.2M 0.01%
854,764
-118,527
1060
$32.1M 0.01%
440,017
+207,340
1061
$32.1M 0.01%
1,320,742
-675,854
1062
$32.1M 0.01%
7,457,560
+3,173,922
1063
$32.1M 0.01%
1,460,892
-769,286
1064
$32M 0.01%
569,917
+124,546
1065
$32M 0.01%
1,240,182
+201,642
1066
$32M 0.01%
664,797
-217,198
1067
$32M 0.01%
380,090
-461,421
1068
$31.9M 0.01%
2,299,960
+189,593
1069
$31.9M 0.01%
537,407
-3,231
1070
$31.9M 0.01%
735,488
-52,251
1071
$31.8M 0.01%
6,193,376
+218,563
1072
$31.8M 0.01%
448,102
+10,842
1073
$31.8M 0.01%
683,176
+232,061
1074
$31.8M 0.01%
313,139
-59,053
1075
$31.8M 0.01%
222,119
+120,886
41 42
43
44 45