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
1426
$20.1M 0.01%
1,520,517
-284,425
1427
$20.1M 0.01%
643,438
+35,587
1428
$20.1M 0.01%
84,844
+2,395
1429
$20.1M 0.01%
1,594,201
-15,708
1430
$20M 0.01%
335,042
+118,800
1431
$20M 0.01%
1,331,617
+97,580
1432
$20M 0.01%
1,339,897
+1,246,156
1433
$20M 0.01%
2,312,745
+397,045
1434
$20M 0.01%
463,982
+91,666
1435
$19.9M 0.01%
375,013
+59,593
1436
$19.9M 0.01%
633,318
+293,008
1437
$19.8M 0.01%
533,282
-4,071
1438
$19.8M 0.01%
435,358
+14,401
1439
$19.8M 0.01%
779,906
-19,235
1440
$19.7M 0.01%
945,968
-985,440
1441
$19.7M 0.01%
481,457
-194,592
1442
$19.7M 0.01%
1,059,177
+78,657
1443
$19.6M 0.01%
911,012
-220,043
1444
$19.6M 0.01%
1,423,374
-95,071
1445
$19.6M 0.01%
204,357
+55,578
1446
$19.6M 0.01%
504,783
+166,374
1447
$19.6M 0.01%
889,432
-26,434
1448
$19.5M 0.01%
275,086
-107,528
1449
$19.5M 0.01%
719,801
-80,680
1450
$19.5M 0.01%
193,093
+2,533
56 57
58
59 60