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
2651
$4.82M ﹤0.01%
155,817
-77,598
2652
$4.82M ﹤0.01%
113,747
+46,463
2653
$4.82M ﹤0.01%
60,247
+18,149
2654
$4.81M ﹤0.01%
443,729
-98,297
2655
$4.81M ﹤0.01%
490,836
+7,037
2656
$4.8M ﹤0.01%
333,809
+3,360
2657
$4.8M ﹤0.01%
90,047
+22,657
2658
$4.8M ﹤0.01%
387,531
-81,686
2659
$4.8M ﹤0.01%
377,474
+87,506
2660
$4.79M ﹤0.01%
7,923
+193
2661
$4.77M ﹤0.01%
78,435
-943
2662
$4.75M ﹤0.01%
106,309
-63,914
2663
$4.75M ﹤0.01%
141,955
+47,923
2664
$4.74M ﹤0.01%
99,101
-72,518
2665
$4.74M ﹤0.01%
438,055
-6,480
2666
$4.73M ﹤0.01%
70,227
-15,231
2667
$4.73M ﹤0.01%
344,604
+322,425
2668
$4.72M ﹤0.01%
382,580
+20,651
2669
$4.71M ﹤0.01%
117,340
-4,177
2670
$4.71M ﹤0.01%
166,093
-59,590
2671
$4.71M ﹤0.01%
128,878
+45,248
2672
$4.71M ﹤0.01%
298,776
+281,879
2673
$4.7M ﹤0.01%
129,657
+65,558
2674
$4.7M ﹤0.01%
61,251
+77
2675
$4.7M ﹤0.01%
1,028,247
+91,017
105 106
107
108 109