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
1276
$24M 0.01%
518,156
+58,139
1277
$24M 0.01%
306,994
+50,208
1278
$24M 0.01%
451,599
-299,778
1279
$23.9M 0.01%
492,243
+307,474
1280
$23.9M 0.01%
736,983
-42,104
1281
$23.9M 0.01%
+2,194,576
1282
$23.9M 0.01%
448,777
-470,700
1283
$23.8M 0.01%
478,611
-311,291
1284
$23.8M 0.01%
617,163
-45,216
1285
$23.8M 0.01%
933,855
+177,702
1286
$23.7M 0.01%
2,257,488
-55,116
1287
$23.7M 0.01%
570,758
+152,701
1288
$23.7M 0.01%
262,930
-242,601
1289
$23.7M 0.01%
422,317
+62,851
1290
$23.6M 0.01%
3,305,369
-258,127
1291
$23.6M 0.01%
306,119
+98,512
1292
$23.6M 0.01%
681,374
-163,978
1293
$23.6M 0.01%
736,558
-464,639
1294
$23.6M 0.01%
506,980
+8,964
1295
$23.6M 0.01%
1,273,227
+60,706
1296
$23.5M 0.01%
1,105,443
-222,523
1297
$23.5M 0.01%
469,688
+18,011
1298
$23.4M 0.01%
310,540
-95,441
1299
$23.4M 0.01%
47,845
-5,324
1300
$23.4M 0.01%
462,497
-16,641
50 51
52
53 54