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
1626
$15.6M 0.01%
1,216,011
+8,724
1627
$15.6M 0.01%
866,322
+4,090
1628
$15.6M 0.01%
1,023,604
-113,735
1629
$15.6M 0.01%
554,044
+137,680
1630
$15.6M 0.01%
1,082,016
+15,858
1631
$15.6M 0.01%
199,520
+6,349
1632
$15.6M 0.01%
495,135
+76,240
1633
$15.5M 0.01%
1,230,416
+29,465
1634
$15.5M 0.01%
1,342,187
+15,749
1635
$15.5M 0.01%
288,753
-12,963
1636
$15.5M 0.01%
190,487
-139,761
1637
$15.4M 0.01%
144,358
-5,658
1638
$15.4M 0.01%
457,736
+153,165
1639
$15.4M 0.01%
+640,118
1640
$15.4M 0.01%
266,530
-36,637
1641
$15.4M 0.01%
143,207
-10,291
1642
$15.4M 0.01%
108,104
-3,329
1643
$15.4M 0.01%
426,370
-15,317
1644
$15.4M 0.01%
275,782
+10,112
1645
$15.3M 0.01%
740,131
+31,899
1646
$15.3M 0.01%
536,596
+457,049
1647
$15.3M 0.01%
1,904,119
-18,542
1648
$15.3M 0.01%
423,243
+59,248
1649
$15.2M 0.01%
2,174,262
-2,427
1650
$15.2M 0.01%
439,431
-1,430,656
64 65
66
67 68