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 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$405M 0.16%
5,281,642
+319,692
152
$403M 0.16%
5,442,915
+832,545
153
$396M 0.16%
4,679,528
-683,027
154
$395M 0.15%
5,122,327
+827,494
155
$393M 0.15%
4,881,803
+510,330
156
$392M 0.15%
4,875,223
+441,257
157
$390M 0.15%
8,273,857
+985,421
158
$389M 0.15%
2,953,859
-482,346
159
$389M 0.15%
2,864,363
-25,996
160
$384M 0.15%
10,189,231
-2,554,706
161
$384M 0.15%
4,152,443
+3,894,525
162
$383M 0.15%
8,825,034
+5,877,426
163
$378M 0.15%
10,756,518
+805,904
164
$377M 0.15%
4,588,899
+336,440
165
$377M 0.15%
1,447,392
-557,830
166
$377M 0.15%
5,384,637
-272,343
167
$377M 0.15%
9,338,929
-3,848,629
168
$368M 0.14%
9,809,436
+344,234
169
$366M 0.14%
6,100,151
+457,394
170
$364M 0.14%
17,554,378
+1,603,851
171
$362M 0.14%
6,202,717
-549,433
172
$359M 0.14%
9,133,245
-2,101,121
173
$357M 0.14%
3,102,913
+1,153,926
174
$356M 0.14%
14,785,116
+124,989
175
$355M 0.14%
6,780,664
-585,200
5 6
7
8 9