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
1976
$10.6M ﹤0.01%
231,896
+59,923
1977
$10.6M ﹤0.01%
206,070
-289,851
1978
$10.5M ﹤0.01%
187,371
-913,730
1979
$10.5M ﹤0.01%
177,459
+86,585
1980
$10.5M ﹤0.01%
189,220
+89,719
1981
$10.5M ﹤0.01%
566,175
+79,296
1982
$10.5M ﹤0.01%
897,128
+65,766
1983
$10.5M ﹤0.01%
363,484
+218,879
1984
$10.5M ﹤0.01%
237,525
+58,321
1985
$10.5M ﹤0.01%
534,466
-36,175
1986
$10.5M ﹤0.01%
171,583
+93,711
1987
$10.5M ﹤0.01%
110,689
+17,587
1988
$10.4M ﹤0.01%
295,232
+55,438
1989
$10.4M ﹤0.01%
518,993
-775
1990
$10.4M ﹤0.01%
246,428
+44,128
1991
$10.4M ﹤0.01%
223,062
+91,030
1992
$10.4M ﹤0.01%
797,651
+60,723
1993
$10.4M ﹤0.01%
464,402
-125,775
1994
$10.4M ﹤0.01%
1,158,581
+47,302
1995
$10.4M ﹤0.01%
342,106
+27,026
1996
$10.3M ﹤0.01%
330,879
+89,412
1997
$10.3M ﹤0.01%
82,334
-15,391
1998
$10.3M ﹤0.01%
276,838
+116,487
1999
$10.3M ﹤0.01%
164,825
+48,911
2000
$10.3M ﹤0.01%
450,667
+118,145
78 79
80
81 82