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
2601
$5.15M ﹤0.01%
144,569
-714,701
2602
$5.15M ﹤0.01%
131,888
+4,971
2603
$5.13M ﹤0.01%
196,591
+31,009
2604
$5.13M ﹤0.01%
102,549
+42,200
2605
$5.13M ﹤0.01%
358,967
+25,131
2606
$5.12M ﹤0.01%
81,804
-86,562
2607
$5.12M ﹤0.01%
366,209
+286,982
2608
$5.11M ﹤0.01%
84,332
+34,357
2609
$5.11M ﹤0.01%
110,248
+28,754
2610
$5.11M ﹤0.01%
103,747
-1,105
2611
$5.1M ﹤0.01%
143,505
+53,732
2612
$5.08M ﹤0.01%
302,121
-492,849
2613
$5.08M ﹤0.01%
92,172
+8,802
2614
$5.08M ﹤0.01%
442,942
+202,042
2615
$5.07M ﹤0.01%
310,833
+195,282
2616
$5.06M ﹤0.01%
75,789
+4,476
2617
$5.04M ﹤0.01%
30,395
+5,378
2618
$5.03M ﹤0.01%
150,279
-13,159
2619
$5.02M ﹤0.01%
251,202
-90,954
2620
$5.02M ﹤0.01%
308,118
+18,725
2621
$5.02M ﹤0.01%
156,230
+9,380
2622
$5.01M ﹤0.01%
195,466
-50,868
2623
$5.01M ﹤0.01%
384,626
+25,064
2624
$5.01M ﹤0.01%
186,931
+9,123
2625
$5.01M ﹤0.01%
104,169
-10,294
103 104
105
106 107