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
1801
$12.7M 0.01%
66,649
+37,577
1802
$12.7M 0.01%
82,130
+3,362
1803
$12.6M 0.01%
452,811
+17,022
1804
$12.6M 0.01%
358,472
+24,060
1805
$12.6M 0.01%
393,804
+210,065
1806
$12.6M ﹤0.01%
624,735
+25,684
1807
$12.6M ﹤0.01%
196,281
-71,585
1808
$12.6M ﹤0.01%
233,841
-221,291
1809
$12.6M ﹤0.01%
379,561
+18,063
1810
$12.6M ﹤0.01%
1,296,321
+14,829
1811
$12.6M ﹤0.01%
141,388
+4,905
1812
$12.5M ﹤0.01%
315,125
-406,848
1813
$12.5M ﹤0.01%
683,342
+98,351
1814
$12.5M ﹤0.01%
368,917
-107,804
1815
$12.5M ﹤0.01%
435,160
-113,153
1816
$12.5M ﹤0.01%
197,493
+59,641
1817
$12.5M ﹤0.01%
1,637,107
-74,131
1818
$12.5M ﹤0.01%
1,185,882
+36,175
1819
$12.5M ﹤0.01%
825,307
+316
1820
$12.4M ﹤0.01%
81,850
-84,923
1821
$12.4M ﹤0.01%
626,857
-60,000
1822
$12.4M ﹤0.01%
566,340
+505,912
1823
$12.4M ﹤0.01%
193,132
-28,258
1824
$12.4M ﹤0.01%
639,464
-121,582
1825
$12.3M ﹤0.01%
264,569
+52,167
71 72
73
74 75