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
1701
$14.4M 0.01%
314,584
-176,468
1702
$14.4M 0.01%
229,997
-21,087
1703
$14.3M 0.01%
244,892
+141,130
1704
$14.3M 0.01%
1,169,097
+71,853
1705
$14.3M 0.01%
620,036
+95,199
1706
$14.3M 0.01%
835,596
+20,761
1707
$14.3M 0.01%
1,237,512
+1,131,993
1708
$14.3M 0.01%
554,788
-28,145
1709
$14.3M 0.01%
223,805
-941
1710
$14.3M 0.01%
255,942
+25,348
1711
$14.2M 0.01%
434,105
+223,866
1712
$14.2M 0.01%
135,585
-57,666
1713
$14.2M 0.01%
750,318
-168,966
1714
$14.1M 0.01%
98,335
-462
1715
$14.1M 0.01%
633,559
-11,694
1716
$14.1M 0.01%
263,851
+124,844
1717
$14.1M 0.01%
420,971
-10,852
1718
$14.1M 0.01%
+564,352
1719
$14.1M 0.01%
318,191
-47,072
1720
$14M 0.01%
1,358,187
+17,363
1721
$14M 0.01%
547,145
-342,540
1722
$13.9M 0.01%
487,968
-148,538
1723
$13.9M 0.01%
294,459
+29,376
1724
$13.9M 0.01%
330,479
+249,710
1725
$13.9M 0.01%
289,377
-55,310
67 68
69
70 71