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
1726
$13.9M 0.01%
105,267
-1,345,431
1727
$13.9M 0.01%
921,928
+107,445
1728
$13.9M 0.01%
313,908
+62,529
1729
$13.9M 0.01%
56,620
+6,836
1730
$13.9M 0.01%
95,913
+7,556
1731
$13.9M 0.01%
49,071
+30,605
1732
$13.8M 0.01%
468,563
+20,021
1733
$13.8M 0.01%
206,057
-43,579
1734
$13.8M 0.01%
949,618
+468,616
1735
$13.8M 0.01%
261,568
+74,480
1736
$13.8M 0.01%
651,465
+107,693
1737
$13.8M 0.01%
+566,366
1738
$13.8M 0.01%
274,968
+163,188
1739
$13.8M 0.01%
195,841
+76,649
1740
$13.7M 0.01%
351,801
-322,036
1741
$13.7M 0.01%
1,407,034
+190,172
1742
$13.7M 0.01%
533,534
+234,482
1743
$13.7M 0.01%
1,070,895
-47,283
1744
$13.7M 0.01%
256,240
+69,088
1745
$13.6M 0.01%
213,911
-121,181
1746
$13.6M 0.01%
1,492,600
+865,371
1747
$13.6M 0.01%
809,968
+376,722
1748
$13.6M 0.01%
269,911
+31,005
1749
$13.6M 0.01%
967,349
-48,179
1750
$13.6M 0.01%
659,312
+127,586
68 69
70
71 72