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
1851
$12M ﹤0.01%
446,622
-260,038
1852
$12M ﹤0.01%
647,376
-2,165
1853
$12M ﹤0.01%
469,854
+6,186
1854
$11.9M ﹤0.01%
864,966
+191,158
1855
$11.9M ﹤0.01%
565,308
+23,384
1856
$11.9M ﹤0.01%
1,365,627
-777,297
1857
$11.9M ﹤0.01%
237,172
+23,700
1858
$11.9M ﹤0.01%
207,682
+8,399
1859
$11.9M ﹤0.01%
1,418,170
+56,120
1860
$11.9M ﹤0.01%
861,319
-39,511
1861
$11.9M ﹤0.01%
918,045
+6,081
1862
$11.9M ﹤0.01%
137,894
+46,835
1863
$11.8M ﹤0.01%
220,962
+42,236
1864
$11.8M ﹤0.01%
205,489
+48,584
1865
$11.8M ﹤0.01%
117,554
-28,367
1866
$11.8M ﹤0.01%
442,588
-190,669
1867
$11.8M ﹤0.01%
449,565
+42,166
1868
$11.8M ﹤0.01%
914,739
-860,472
1869
$11.8M ﹤0.01%
455,025
+15,125
1870
$11.7M ﹤0.01%
240,335
+20,182
1871
$11.7M ﹤0.01%
1,758,724
+27,553
1872
$11.7M ﹤0.01%
942,012
+108,202
1873
$11.7M ﹤0.01%
94,648
-111,289
1874
$11.7M ﹤0.01%
117,073
-40,431
1875
$11.7M ﹤0.01%
229,752
+91,819
73 74
75
76 77