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
1226
$25.6M 0.01%
159,483
-129,077
1227
$25.6M 0.01%
1,173,366
+406,545
1228
$25.6M 0.01%
1,009,516
-765,100
1229
$25.5M 0.01%
1,000,637
+116,107
1230
$25.5M 0.01%
1,300,353
-936,629
1231
$25.5M 0.01%
1,661,042
-146,669
1232
$25.5M 0.01%
1,247,355
+361,083
1233
$25.4M 0.01%
3,365,509
-12,790
1234
$25.4M 0.01%
1,025,730
-144,444
1235
$25.4M 0.01%
1,104,534
-80,555
1236
$25.4M 0.01%
996,992
+289,914
1237
$25.3M 0.01%
904,180
+527,225
1238
$25.3M 0.01%
+697,853
1239
$25.2M 0.01%
1,673,616
+1,127,028
1240
$25.1M 0.01%
2,089,432
-294,008
1241
$25.1M 0.01%
813,050
+126,306
1242
$25M 0.01%
567,086
+246,303
1243
$25M 0.01%
442,758
-333,247
1244
$25M 0.01%
608,542
-446,604
1245
$24.9M 0.01%
50,606
+20,840
1246
$24.9M 0.01%
693,486
+6,702
1247
$24.9M 0.01%
433,392
+8,258
1248
$24.8M 0.01%
824,597
+31,563
1249
$24.7M 0.01%
752,461
-231,608
1250
$24.7M 0.01%
1,957,173
+31,642
48 49
50
51 52