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
2701
$4.57M ﹤0.01%
829,541
-249,575
2702
$4.56M ﹤0.01%
301,377
-96,705
2703
$4.56M ﹤0.01%
136,107
+75,101
2704
$4.55M ﹤0.01%
554,875
+139,984
2705
$4.55M ﹤0.01%
+237,348
2706
$4.54M ﹤0.01%
161,342
+8,146
2707
$4.53M ﹤0.01%
368,944
-38,155
2708
$4.53M ﹤0.01%
+106,292
2709
$4.53M ﹤0.01%
187,943
+107,375
2710
$4.51M ﹤0.01%
111,562
-102,210
2711
$4.51M ﹤0.01%
63,035
-39,832
2712
$4.51M ﹤0.01%
131,062
+56,259
2713
$4.51M ﹤0.01%
106,366
+7,536
2714
$4.5M ﹤0.01%
368,379
+21,771
2715
$4.5M ﹤0.01%
253,022
-63,966
2716
$4.49M ﹤0.01%
80,724
+22,707
2717
$4.49M ﹤0.01%
129,857
-156,654
2718
$4.49M ﹤0.01%
187,172
+61,703
2719
$4.48M ﹤0.01%
162,801
-15,478
2720
$4.47M ﹤0.01%
82,260
+15,388
2721
$4.46M ﹤0.01%
719,516
+38,030
2722
$4.46M ﹤0.01%
70,414
-17,134
2723
$4.45M ﹤0.01%
67,289
+26,924
2724
$4.45M ﹤0.01%
77,332
+8,912
2725
$4.44M ﹤0.01%
144,789
-414
107 108
109
110 111