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
1176
$27.5M 0.01%
510,008
-48,652
1177
$27.5M 0.01%
731,931
+388,584
1178
$27.4M 0.01%
312,026
+32,496
1179
$27.4M 0.01%
573,045
-285,694
1180
$27.3M 0.01%
1,001,510
-700,179
1181
$27.3M 0.01%
2,413,483
+515,136
1182
$27.3M 0.01%
637,796
+38,076
1183
$27.3M 0.01%
784,084
+466,373
1184
$27.2M 0.01%
667,795
+63,599
1185
$27.2M 0.01%
571,961
-30,809
1186
$27.2M 0.01%
1,797,115
+438,166
1187
$27.1M 0.01%
793,154
-281,974
1188
$27.1M 0.01%
1,033,108
+175,722
1189
$27M 0.01%
252,062
+36,622
1190
$27M 0.01%
1,098,868
-324,332
1191
$27M 0.01%
1,024,826
-625,744
1192
$26.9M 0.01%
366,450
-30,718
1193
$26.9M 0.01%
614,907
+55,767
1194
$26.9M 0.01%
582,230
+50,485
1195
$26.8M 0.01%
797,901
+38,194
1196
$26.8M 0.01%
1,122,676
+125,948
1197
$26.7M 0.01%
229,213
-33,197
1198
$26.7M 0.01%
527,032
+254,222
1199
$26.7M 0.01%
1,255,509
+204,251
1200
$26.6M 0.01%
409,439
-29,980
46 47
48
49 50