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
1451
$19.5M 0.01%
1,119,231
-140,356
1452
$19.5M 0.01%
+803,701
1453
$19.5M 0.01%
788,796
+362,392
1454
$19.5M 0.01%
739,694
-185,294
1455
$19.4M 0.01%
133,164
-110,386
1456
$19.4M 0.01%
1,313,323
+253,973
1457
$19.4M 0.01%
312,160
+38,816
1458
$19.4M 0.01%
1,781,286
+782,690
1459
$19.4M 0.01%
2,000,969
+201,487
1460
$19.4M 0.01%
1,276,549
+298,167
1461
$19.3M 0.01%
1,346,207
-192,007
1462
$19.3M 0.01%
844,197
+135,522
1463
$19.3M 0.01%
227,718
+138,268
1464
$19.3M 0.01%
276,807
+20,396
1465
$19.2M 0.01%
219,553
-39,725
1466
$19.2M 0.01%
568,519
+476,759
1467
$19.2M 0.01%
1,420,071
-14,732
1468
$19.2M 0.01%
316,510
+194,633
1469
$19.1M 0.01%
1,038,395
-4,068
1470
$19M 0.01%
2,026,724
+27,585
1471
$19M 0.01%
1,370,793
+603,928
1472
$19M 0.01%
428,228
+53,742
1473
$18.9M 0.01%
1,002,000
+378,428
1474
$18.9M 0.01%
805,660
+262,024
1475
$18.9M 0.01%
3,098,446
+1,298,088
57 58
59
60 61