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
1076
$31.5M 0.01%
823,625
+19,037
1077
$31.5M 0.01%
522,083
-19,135
1078
$31.4M 0.01%
934,080
-1,090,387
1079
$31.3M 0.01%
203,780
-2,050
1080
$31.3M 0.01%
393,787
+192,578
1081
$31.3M 0.01%
918,078
+18,871
1082
$31.3M 0.01%
971,119
-43,851
1083
$31.3M 0.01%
1,520,435
-304,505
1084
$31.2M 0.01%
5,189,275
+70,465
1085
$31M 0.01%
1,783,033
-362,361
1086
$31M 0.01%
702,041
+545,217
1087
$31M 0.01%
1,481,743
+134,244
1088
$30.9M 0.01%
2,544,807
-127,625
1089
$30.8M 0.01%
904,302
-86,732
1090
$30.8M 0.01%
532,463
+15,782
1091
$30.8M 0.01%
802,114
+121,943
1092
$30.7M 0.01%
2,786,898
-136,917
1093
$30.7M 0.01%
3,288,655
+702,563
1094
$30.7M 0.01%
1,921,104
-843,959
1095
$30.6M 0.01%
305,430
-140,649
1096
$30.6M 0.01%
560,201
+40,080
1097
$30.6M 0.01%
345,613
+43,189
1098
$30.6M 0.01%
3,425,472
+215,330
1099
$30.5M 0.01%
1,052,373
+1,012,293
1100
$30.5M 0.01%
+1,277,450
42 43
44
45 46