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
1151
$28.5M 0.01%
636,708
+78,780
1152
$28.5M 0.01%
618,776
+48,008
1153
$28.4M 0.01%
1,202,172
+28,961
1154
$28.4M 0.01%
425,705
+386,703
1155
$28.4M 0.01%
1,070,630
+50,051
1156
$28.3M 0.01%
697,451
-9,844
1157
$28.2M 0.01%
1,723,317
-484,461
1158
$28.2M 0.01%
817,019
-48,012
1159
$28.1M 0.01%
2,325,705
+30,860
1160
$28.1M 0.01%
384,291
+50,266
1161
$28.1M 0.01%
3,346,445
+196,092
1162
$28.1M 0.01%
1,631,640
-1,161,410
1163
$28M 0.01%
860,995
+87,723
1164
$28M 0.01%
512,879
+163,505
1165
$27.9M 0.01%
390,843
-259,589
1166
$27.8M 0.01%
649,145
+389,529
1167
$27.8M 0.01%
3,076,773
+150,114
1168
$27.8M 0.01%
5,942,669
+1,160,878
1169
$27.7M 0.01%
430,180
+43,124
1170
$27.7M 0.01%
354,819
-234,257
1171
$27.7M 0.01%
625,602
+444,843
1172
$27.7M 0.01%
237,168
-43,316
1173
$27.6M 0.01%
3,127,203
-190,759
1174
$27.5M 0.01%
429,534
+32,679
1175
$27.5M 0.01%
586,111
+451,808
45 46
47
48 49