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
1951
$10.8M ﹤0.01%
1,155,370
+70,425
1952
$10.8M ﹤0.01%
465,244
-46,696
1953
$10.8M ﹤0.01%
382,995
+169,469
1954
$10.8M ﹤0.01%
469,163
+182,488
1955
$10.8M ﹤0.01%
103,114
-35,427
1956
$10.8M ﹤0.01%
429,963
-191,020
1957
$10.7M ﹤0.01%
404,345
-82,180
1958
$10.7M ﹤0.01%
+1,121,298
1959
$10.7M ﹤0.01%
311,052
+118,916
1960
$10.7M ﹤0.01%
378,111
-102,222
1961
$10.7M ﹤0.01%
3,011,461
-5,502,807
1962
$10.7M ﹤0.01%
208,459
-168,258
1963
$10.7M ﹤0.01%
191,046
-310,371
1964
$10.7M ﹤0.01%
169,748
+12,630
1965
$10.7M ﹤0.01%
440,290
+279,279
1966
$10.7M ﹤0.01%
1,605,177
-8,898
1967
$10.7M ﹤0.01%
354,627
+30,671
1968
$10.7M ﹤0.01%
202,601
-53,148
1969
$10.7M ﹤0.01%
306,299
+277,943
1970
$10.7M ﹤0.01%
+545,904
1971
$10.7M ﹤0.01%
+96,329
1972
$10.6M ﹤0.01%
8,462
+2,016
1973
$10.6M ﹤0.01%
192,986
+4,208
1974
$10.6M ﹤0.01%
369,626
+210,372
1975
$10.6M ﹤0.01%
511,142
+38,581
77 78
79
80 81