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
1251
$24.7M 0.01%
2,276,684
+8,950
1252
$24.6M 0.01%
45,926
-15,370
1253
$24.5M 0.01%
530,542
-167,900
1254
$24.5M 0.01%
1,676,919
+166,886
1255
$24.4M 0.01%
392,978
+40,624
1256
$24.4M 0.01%
616,700
-193,094
1257
$24.4M 0.01%
674,632
+101,173
1258
$24.4M 0.01%
792,785
+28,805
1259
$24.4M 0.01%
351,844
-432,485
1260
$24.4M 0.01%
308,728
+129,670
1261
$24.4M 0.01%
2,378,467
-883,058
1262
$24.3M 0.01%
1,340,174
-24,715
1263
$24.3M 0.01%
965,408
+531,129
1264
$24.3M 0.01%
1,073,261
-77,524
1265
$24.3M 0.01%
526,152
+219,627
1266
$24.2M 0.01%
168,352
+26,996
1267
$24.2M 0.01%
606,513
+92,367
1268
$24.2M 0.01%
240,094
-23,920
1269
$24.2M 0.01%
2,191,515
+188,855
1270
$24.2M 0.01%
765,550
+295,233
1271
$24.2M 0.01%
561,686
+75,475
1272
$24.2M 0.01%
94,981
+4,165
1273
$24.1M 0.01%
521,036
+491,967
1274
$24.1M 0.01%
265,830
-79,887
1275
$24.1M 0.01%
861,155
+41,714
49 50
51
52 53