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
1676
$14.7M 0.01%
197,251
+16,271
1677
$14.7M 0.01%
+573,242
1678
$14.7M 0.01%
731,485
+147,358
1679
$14.7M 0.01%
420,503
-113,359
1680
$14.7M 0.01%
82,047
-6,714
1681
$14.7M 0.01%
359,634
+56,052
1682
$14.7M 0.01%
248,799
+75,595
1683
$14.7M 0.01%
1,095,990
-102,118
1684
$14.7M 0.01%
1,023,099
+1,021,057
1685
$14.6M 0.01%
146,291
-67,741
1686
$14.6M 0.01%
491,511
+30,006
1687
$14.6M 0.01%
990,306
+5,950
1688
$14.6M 0.01%
276,539
+17,979
1689
$14.6M 0.01%
354,051
-21,071
1690
$14.6M 0.01%
281,664
+77,064
1691
$14.5M 0.01%
120,341
+21,460
1692
$14.5M 0.01%
1,612,924
-198,639
1693
$14.5M 0.01%
190,627
-80,344
1694
$14.5M 0.01%
292,227
+141,466
1695
$14.5M 0.01%
220,311
-97,385
1696
$14.5M 0.01%
189,130
-62,656
1697
$14.4M 0.01%
157,783
+55,756
1698
$14.4M 0.01%
880,029
+863,997
1699
$14.4M 0.01%
270,550
+37,068
1700
$14.4M 0.01%
643,254
+78,215
66 67
68
69 70