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
1326
$22.8M 0.01%
1,774,009
+160,565
1327
$22.8M 0.01%
966,085
+269,826
1328
$22.7M 0.01%
630,238
+115,015
1329
$22.6M 0.01%
67,814
+2,794
1330
$22.6M 0.01%
455,855
+35,496
1331
$22.6M 0.01%
481,242
+45,176
1332
$22.5M 0.01%
1,134,211
-254,937
1333
$22.5M 0.01%
561,300
-1,498
1334
$22.5M 0.01%
864,047
+644,479
1335
$22.5M 0.01%
1,829,230
-55,742
1336
$22.5M 0.01%
355,973
-27,560
1337
$22.4M 0.01%
1,813,120
-90,880
1338
$22.4M 0.01%
353,874
-110,624
1339
$22.4M 0.01%
255,255
+17,120
1340
$22.3M 0.01%
590,631
-3,345
1341
$22.3M 0.01%
1,558,254
+238,824
1342
$22.2M 0.01%
474,920
+70,007
1343
$22.1M 0.01%
1,042,158
+307,335
1344
$22.1M 0.01%
659,028
+125,003
1345
$22M 0.01%
362,932
+337,613
1346
$22M 0.01%
527,199
+74,662
1347
$22M 0.01%
178,814
+35,069
1348
$22M 0.01%
398,247
-72,008
1349
$22M 0.01%
1,410,620
+171,684
1350
$21.9M 0.01%
386,934
-256,979
52 53
54
55 56