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
1751
$13.5M 0.01%
518,569
+393,427
1752
$13.5M 0.01%
650,201
+375,248
1753
$13.5M 0.01%
535,300
+88,415
1754
$13.5M 0.01%
398,802
+12,668
1755
$13.5M 0.01%
629,084
-87,087
1756
$13.5M 0.01%
335,013
+91,781
1757
$13.5M 0.01%
398,021
-439,869
1758
$13.4M 0.01%
473,883
-88,687
1759
$13.4M 0.01%
260,475
-5,800
1760
$13.3M 0.01%
644,293
+101,107
1761
$13.3M 0.01%
466,000
1762
$13.3M 0.01%
196,192
+57,084
1763
$13.3M 0.01%
821,657
-77,821
1764
$13.3M 0.01%
857,763
+681,487
1765
$13.3M 0.01%
387,817
+47,499
1766
$13.2M 0.01%
267,507
-82,265
1767
$13.2M 0.01%
489,637
-242,296
1768
$13.2M 0.01%
719,598
+31,955
1769
$13.2M 0.01%
112,062
+7,801
1770
$13.2M 0.01%
480,743
+80,204
1771
$13.2M 0.01%
865,972
+320,464
1772
$13.2M 0.01%
104,077
-119,609
1773
$13.1M 0.01%
311,058
+263,733
1774
$13.1M 0.01%
739,122
+25,821
1775
$13.1M 0.01%
1,007,902
-29,580
69 70
71
72 73