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
1826
$12.3M ﹤0.01%
335,208
-2,794
1827
$12.3M ﹤0.01%
874,607
+126,758
1828
$12.3M ﹤0.01%
386,837
-708,711
1829
$12.3M ﹤0.01%
432,892
-306,491
1830
$12.3M ﹤0.01%
368,675
-139,068
1831
$12.2M ﹤0.01%
938,189
+643,096
1832
$12.2M ﹤0.01%
571,587
-25,680
1833
$12.2M ﹤0.01%
329,962
-169,288
1834
$12.2M ﹤0.01%
283,386
+4,561
1835
$12.2M ﹤0.01%
256,359
+14,651
1836
$12.2M ﹤0.01%
376,736
-165,702
1837
$12.2M ﹤0.01%
278,303
-121,122
1838
$12.2M ﹤0.01%
190,109
+3,739
1839
$12.1M ﹤0.01%
312,976
+95,031
1840
$12.1M ﹤0.01%
370,949
+66,353
1841
$12.1M ﹤0.01%
332,714
+194,609
1842
$12.1M ﹤0.01%
159,925
-68,196
1843
$12.1M ﹤0.01%
1,251,202
+272,140
1844
$12.1M ﹤0.01%
964,848
+288,670
1845
$12.1M ﹤0.01%
230,110
+39,178
1846
$12.1M ﹤0.01%
241,830
+191,911
1847
$12.1M ﹤0.01%
296,852
+426
1848
$12.1M ﹤0.01%
134,646
-40,027
1849
$12M ﹤0.01%
201,542
-18,772
1850
$12M ﹤0.01%
539,633
-698
72 73
74
75 76