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
1501
$18.4M 0.01%
1,255,054
-62,013
1502
$18.4M 0.01%
557,814
-53,544
1503
$18.4M 0.01%
417,983
-176,934
1504
$18.3M 0.01%
246,458
+17,198
1505
$18.3M 0.01%
191,418
-32,918
1506
$18.3M 0.01%
1,329,518
-3,983
1507
$18.2M 0.01%
1,053,729
+209,754
1508
$18.2M 0.01%
380,121
+26,407
1509
$18.2M 0.01%
361,684
-590
1510
$18.2M 0.01%
1,036,653
+626,279
1511
$18.2M 0.01%
576,792
+182,556
1512
$18.1M 0.01%
502,820
+10,036
1513
$18.1M 0.01%
216,239
-192,761
1514
$18.1M 0.01%
714,231
+206,136
1515
$18.1M 0.01%
729,738
+161,894
1516
$18.1M 0.01%
109,204
-22,818
1517
$18.1M 0.01%
566,585
+51,612
1518
$18.1M 0.01%
223,744
+212,310
1519
$18M 0.01%
1,482,322
+827,259
1520
$18M 0.01%
404,802
-252,367
1521
$17.9M 0.01%
543,060
+64,209
1522
$17.9M 0.01%
280,733
-73,484
1523
$17.9M 0.01%
674,385
-412,830
1524
$17.8M 0.01%
1,178,855
+156,473
1525
$17.8M 0.01%
2,103,333
+5,778
59 60
61
62 63