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
1201
$26.5M 0.01%
467,018
+54,411
1202
$26.5M 0.01%
2,748,016
+110,131
1203
$26.4M 0.01%
756,645
+16,245
1204
$26.4M 0.01%
1,528,292
+328,746
1205
$26.4M 0.01%
1,450,141
-37,699
1206
$26.4M 0.01%
34,596
-2,617
1207
$26.4M 0.01%
580,668
+375,988
1208
$26.3M 0.01%
357,725
+7,719
1209
$26.3M 0.01%
1,258,483
-182,785
1210
$26.2M 0.01%
809,389
+284,063
1211
$26.2M 0.01%
766,286
-654,222
1212
$26.1M 0.01%
207,984
-35,931
1213
$26.1M 0.01%
1,454,796
-44,822
1214
$26.1M 0.01%
384,729
-91,848
1215
$26.1M 0.01%
296,517
+28,995
1216
$26M 0.01%
420,738
-92,339
1217
$26M 0.01%
859,788
+762,605
1218
$26M 0.01%
406,099
-6,693
1219
$25.9M 0.01%
1,631,460
-62,423
1220
$25.8M 0.01%
370,054
+42,480
1221
$25.7M 0.01%
481,478
+191,294
1222
$25.7M 0.01%
2,128,451
+115,507
1223
$25.7M 0.01%
159,962
+36,422
1224
$25.6M 0.01%
1,490,322
+80,667
1225
$25.6M 0.01%
1,473,092
+48,174
47 48
49
50 51