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
1126
$29.7M 0.01%
1,134,511
+45,781
1127
$29.7M 0.01%
473,060
+28,858
1128
$29.5M 0.01%
205,828
+9,903
1129
$29.5M 0.01%
660,949
-232,769
1130
$29.5M 0.01%
889,794
+80,331
1131
$29.5M 0.01%
724,335
+8,260
1132
$29.4M 0.01%
534,840
-82,039
1133
$29.3M 0.01%
471,551
+52,537
1134
$29.3M 0.01%
274,465
-308,056
1135
$29.2M 0.01%
996,178
-343,948
1136
$29.2M 0.01%
+1,548,965
1137
$29.2M 0.01%
273,093
+52,551
1138
$29.2M 0.01%
2,750,741
+750,890
1139
$29.1M 0.01%
860,467
+230,645
1140
$29M 0.01%
654,276
+272,894
1141
$29M 0.01%
1,182,203
+79,387
1142
$28.9M 0.01%
1,433,873
+289,270
1143
$28.9M 0.01%
1,569,416
+132,623
1144
$28.8M 0.01%
387,750
-240,481
1145
$28.8M 0.01%
876,184
+708,676
1146
$28.8M 0.01%
1,048,804
-268,955
1147
$28.8M 0.01%
3,017,324
-878,844
1148
$28.7M 0.01%
358,280
-556,334
1149
$28.6M 0.01%
1,218,722
-435,825
1150
$28.6M 0.01%
1,060,645
+100,350
44 45
46
47 48