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
1351
$21.9M 0.01%
461,592
-99,130
1352
$21.9M 0.01%
1,995,869
+3,646
1353
$21.9M 0.01%
1,591,724
+156,375
1354
$21.9M 0.01%
606,728
+63,521
1355
$21.9M 0.01%
301,391
-93,834
1356
$21.8M 0.01%
1,322,141
+206,148
1357
$21.8M 0.01%
1,017,122
+21,912
1358
$21.8M 0.01%
846,100
1359
$21.8M 0.01%
1,165,224
+330,247
1360
$21.7M 0.01%
288,554
-42,551
1361
$21.7M 0.01%
984,586
+13,651
1362
$21.7M 0.01%
224,367
+9,654
1363
$21.7M 0.01%
747,971
+50,866
1364
$21.7M 0.01%
619,502
-105,290
1365
$21.6M 0.01%
350,276
+72,914
1366
$21.6M 0.01%
920,851
-72,989
1367
$21.5M 0.01%
+782,852
1368
$21.5M 0.01%
930,714
+49,725
1369
$21.5M 0.01%
599,869
-165,403
1370
$21.5M 0.01%
698,139
+114,912
1371
$21.5M 0.01%
866,999
-568,711
1372
$21.5M 0.01%
452,819
+37,130
1373
$21.5M 0.01%
783,269
+227,538
1374
$21.5M 0.01%
428,647
+31,691
1375
$21.5M 0.01%
1,358,892
+1,260,526
53 54
55
56 57