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 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$353M 0.14%
9,532,752
-11,729,657
177
$348M 0.14%
5,006,230
+443,835
178
$348M 0.14%
3,178,097
+1,061,869
179
$347M 0.14%
2,708,421
+1,252,580
180
$346M 0.14%
6,208,968
+195,412
181
$344M 0.13%
3,228,287
-18,328
182
$343M 0.13%
8,358,093
+792,154
183
$343M 0.13%
4,856,847
-765,286
184
$342M 0.13%
3,709,181
+2,022,679
185
$341M 0.13%
4,449,299
+24,040
186
$339M 0.13%
3,868,306
-481,054
187
$338M 0.13%
4,553,868
+361,113
188
$338M 0.13%
1,027,360
+135,267
189
$337M 0.13%
9,228,737
-782,475
190
$336M 0.13%
4,370,505
+154,354
191
$336M 0.13%
12,518,478
-2,694,316
192
$334M 0.13%
2,232,163
-83,066
193
$334M 0.13%
7,970,195
-423,281
194
$334M 0.13%
3,070,045
-414,582
195
$333M 0.13%
6,992,166
+1,424,535
196
$332M 0.13%
6,085,005
-412,984
197
$327M 0.13%
3,548,878
-2,070,534
198
$323M 0.13%
2,730,843
+21,159
199
$318M 0.12%
3,538,846
+3,332
200
$313M 0.12%
7,198,335
-7,246,426
6 7
8
9 10