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
2626
$4.99M ﹤0.01%
165,449
+23,867
2627
$4.98M ﹤0.01%
318,920
-96,124
2628
$4.98M ﹤0.01%
255,628
+62,785
2629
$4.96M ﹤0.01%
109,687
-491,087
2630
$4.96M ﹤0.01%
422,807
+10,432
2631
$4.96M ﹤0.01%
249,619
+168,777
2632
$4.95M ﹤0.01%
702,195
+134,907
2633
$4.95M ﹤0.01%
57,471
+55,400
2634
$4.93M ﹤0.01%
189,585
-137,037
2635
$4.92M ﹤0.01%
269,652
-266,352
2636
$4.92M ﹤0.01%
545,417
-437,325
2637
$4.91M ﹤0.01%
157,111
+102,907
2638
$4.91M ﹤0.01%
361,629
-32,671
2639
$4.9M ﹤0.01%
719,459
+187,041
2640
$4.89M ﹤0.01%
183,349
+144,735
2641
$4.88M ﹤0.01%
+367,245
2642
$4.88M ﹤0.01%
229,990
+143,575
2643
$4.88M ﹤0.01%
287,674
+28,379
2644
$4.87M ﹤0.01%
130,539
+96,478
2645
$4.87M ﹤0.01%
129,977
-45,471
2646
$4.85M ﹤0.01%
124,312
-54,193
2647
$4.85M ﹤0.01%
2,421
-772
2648
$4.83M ﹤0.01%
377,560
+48,120
2649
$4.83M ﹤0.01%
151,120
+27,467
2650
$4.82M ﹤0.01%
371,921
+102,770
104 105
106
107 108