Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
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
Industrial Select Sector SPDR Fund
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
1
$7.76B 3.04%
39,653,340
-6,036,224
2
$4.39B 1.72%
36,952,141
+7,389,443
3
$3.83B 1.5%
164,970,880
+8,218,536
4
$2.53B 0.99%
87,565,493
+320,458
5
$2.12B 0.83%
50,875,736
+5,120,078
6
$2.08B 0.82%
30,956,876
+5,035,241
7
$1.7B 0.67%
21,596,154
+591,412
8
$1.65B 0.65%
9,947,742
-413,461
9
$1.62B 0.63%
28,097,982
-488,678
10
$1.62B 0.63%
99,601,580
+6,866,140
11
$1.56B 0.61%
29,664,428
-264,436
12
$1.52B 0.6%
18,067,270
-667,107
13
$1.51B 0.59%
11,561,026
+30,429
14
$1.46B 0.57%
13,983,959
+374,149
15
$1.41B 0.55%
8,097,164
-1,921,027
16
$1.33B 0.52%
32,528,165
+18,631,890
17
$1.31B 0.51%
10,363,356
+213,098
18
$1.28B 0.5%
14,309,499
+1,897,476
19
$1.2B 0.47%
40,788,148
+3,671,212
20
$1.17B 0.46%
20,036,570
-461,405
21
$1.16B 0.46%
16,177,588
+2,100,594
22
$1.14B 0.45%
19,058,445
+553,934
23
$1.12B 0.44%
22,946,657
-362,579
24
$1.04B 0.41%
16,552,238
+278,417
25
$1.04B 0.41%
10,316,606
-232,264
1
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