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
2676
$4.7M ﹤0.01%
426,527
+159,044
2677
$4.7M ﹤0.01%
527,621
+190,948
2678
$4.69M ﹤0.01%
698,462
+380,843
2679
$4.69M ﹤0.01%
314,244
-38,160
2680
$4.69M ﹤0.01%
53,045
+15,621
2681
$4.69M ﹤0.01%
533,053
+108,009
2682
$4.68M ﹤0.01%
278,537
+72,787
2683
$4.68M ﹤0.01%
221,968
+179,830
2684
$4.67M ﹤0.01%
1,260,020
-424,006
2685
$4.67M ﹤0.01%
183,643
+17,259
2686
$4.67M ﹤0.01%
+139,080
2687
$4.66M ﹤0.01%
132,773
-104,308
2688
$4.66M ﹤0.01%
178,193
+14,648
2689
$4.64M ﹤0.01%
211,606
+166,840
2690
$4.62M ﹤0.01%
296,195
+33,316
2691
$4.62M ﹤0.01%
166,275
-100,494
2692
$4.62M ﹤0.01%
96,730
+370
2693
$4.62M ﹤0.01%
89,518
-159,635
2694
$4.62M ﹤0.01%
124,062
+750
2695
$4.61M ﹤0.01%
158,522
-266,354
2696
$4.61M ﹤0.01%
170,292
-3,274
2697
$4.6M ﹤0.01%
+427,576
2698
$4.59M ﹤0.01%
305,673
-44,334
2699
$4.59M ﹤0.01%
336,510
-32,955
2700
$4.57M ﹤0.01%
103,564
+48,965
106 107
108
109 110