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
1901
$11.4M ﹤0.01%
283,403
+36,603
1902
$11.4M ﹤0.01%
222,645
+29,927
1903
$11.4M ﹤0.01%
755,257
-848,640
1904
$11.3M ﹤0.01%
532,522
+120,395
1905
$11.3M ﹤0.01%
117,690
-3,082
1906
$11.3M ﹤0.01%
440,913
+116,689
1907
$11.3M ﹤0.01%
50,618
+6,789
1908
$11.3M ﹤0.01%
388,580
+203,250
1909
$11.3M ﹤0.01%
660,070
+329,138
1910
$11.3M ﹤0.01%
333,978
+50,555
1911
$11.3M ﹤0.01%
1,093,105
+248,198
1912
$11.3M ﹤0.01%
412,116
-21,516
1913
$11.3M ﹤0.01%
594,526
+5,110
1914
$11.3M ﹤0.01%
+2,889,424
1915
$11.3M ﹤0.01%
639,944
-3,839
1916
$11.3M ﹤0.01%
652,048
+100,411
1917
$11.2M ﹤0.01%
229,019
-17,993
1918
$11.2M ﹤0.01%
358,580
-227,258
1919
$11.2M ﹤0.01%
477,753
+3,854
1920
$11.2M ﹤0.01%
289,513
-222,252
1921
$11.2M ﹤0.01%
691,527
+322,554
1922
$11.2M ﹤0.01%
785,567
+37,364
1923
$11.2M ﹤0.01%
124,769
+13,886
1924
$11.2M ﹤0.01%
59,775
+21,732
1925
$11.2M ﹤0.01%
1,482,683
-108,558
75 76
77
78 79