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
1101
$30.4M 0.01%
1,270,798
+469,694
1102
$30.4M 0.01%
6,045,145
+758,840
1103
$30.4M 0.01%
926,449
-130,992
1104
$30.4M 0.01%
1,238,851
+305,655
1105
$30.3M 0.01%
624,008
-168,577
1106
$30.3M 0.01%
2,081,456
+781,605
1107
$30.3M 0.01%
+1,155,936
1108
$30.3M 0.01%
2,267,461
+277,924
1109
$30.2M 0.01%
552,050
-129,549
1110
$30.2M 0.01%
1,066,433
-280,197
1111
$30.2M 0.01%
1,327,851
+214,225
1112
$30.1M 0.01%
190,321
-373,269
1113
$30M 0.01%
458,133
+177,395
1114
$29.9M 0.01%
601,116
-10,962
1115
$29.8M 0.01%
599,482
+17,446
1116
$29.8M 0.01%
558,081
+56,314
1117
$29.8M 0.01%
433,106
+111,748
1118
$29.8M 0.01%
24,718
+1,440
1119
$29.8M 0.01%
963,468
+86,973
1120
$29.8M 0.01%
655,471
+149,592
1121
$29.8M 0.01%
987,425
-63,746
1122
$29.7M 0.01%
1,314,573
+274,704
1123
$29.7M 0.01%
954,787
+157,359
1124
$29.7M 0.01%
618,654
+52,718
1125
$29.7M 0.01%
790,277
+168,871
43 44
45
46 47