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
1876
$11.7M ﹤0.01%
270,289
+226,425
1877
$11.7M ﹤0.01%
153,195
+29,672
1878
$11.7M ﹤0.01%
263,961
-13,347
1879
$11.7M ﹤0.01%
849,264
+129,372
1880
$11.7M ﹤0.01%
1,450,555
-1,296,330
1881
$11.6M ﹤0.01%
300,026
-63,408
1882
$11.6M ﹤0.01%
1,619,226
-139,690
1883
$11.6M ﹤0.01%
80,344
-1,709
1884
$11.6M ﹤0.01%
781,835
+86,453
1885
$11.6M ﹤0.01%
266,863
-68,441
1886
$11.6M ﹤0.01%
200,193
+159,419
1887
$11.6M ﹤0.01%
260,613
-184,477
1888
$11.6M ﹤0.01%
529,894
-103,099
1889
$11.6M ﹤0.01%
142,808
-21,226
1890
$11.6M ﹤0.01%
216,359
+28,327
1891
$11.6M ﹤0.01%
241,641
+69,656
1892
$11.6M ﹤0.01%
403,524
-438,275
1893
$11.5M ﹤0.01%
272,234
+134,158
1894
$11.5M ﹤0.01%
258,891
+75,234
1895
$11.5M ﹤0.01%
309,832
-4,756
1896
$11.5M ﹤0.01%
541,900
+116,641
1897
$11.5M ﹤0.01%
259,133
+83,282
1898
$11.5M ﹤0.01%
110,398
-119,408
1899
$11.4M ﹤0.01%
102,692
-113,956
1900
$11.4M ﹤0.01%
322,443
-36,832
74 75
76
77 78