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
1376
$21.4M 0.01%
616,927
-86,489
1377
$21.4M 0.01%
3,171,450
+897,900
1378
$21.4M 0.01%
310,344
-48,591
1379
$21.4M 0.01%
2,025,145
+131,712
1380
$21.4M 0.01%
546,975
+48,832
1381
$21.4M 0.01%
281,203
-491,990
1382
$21.3M 0.01%
170,207
+6,156
1383
$21.3M 0.01%
366,926
+21,502
1384
$21.3M 0.01%
1,285,478
-354,948
1385
$21.2M 0.01%
1,562,359
+58,842
1386
$21.2M 0.01%
+561,416
1387
$21.2M 0.01%
273,732
-6,585
1388
$21.2M 0.01%
545,648
+54,658
1389
$21.2M 0.01%
420,729
-270,093
1390
$21.2M 0.01%
343,232
+85,072
1391
$21.1M 0.01%
344,285
-73,069
1392
$21.1M 0.01%
627,772
+7,040
1393
$21.1M 0.01%
366,008
-80,739
1394
$21.1M 0.01%
342,193
+139,678
1395
$21M 0.01%
2,155,952
-261,226
1396
$21M 0.01%
3,654,710
-44,316
1397
$21M 0.01%
518,670
+33,260
1398
$21M 0.01%
479,556
+2,562
1399
$21M 0.01%
608,451
-304,634
1400
$20.9M 0.01%
965,411
-131,922
54 55
56
57 58