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
2726
$4.42M ﹤0.01%
1,187,594
-282,400
2727
$4.42M ﹤0.01%
128,257
+74,966
2728
$4.41M ﹤0.01%
240,495
+2,021
2729
$4.41M ﹤0.01%
172,192
+28,365
2730
$4.39M ﹤0.01%
193,059
-450,750
2731
$4.38M ﹤0.01%
333,256
+33,978
2732
$4.38M ﹤0.01%
68,824
+8,120
2733
$4.38M ﹤0.01%
120,552
-67,582
2734
$4.38M ﹤0.01%
133,232
-12,025
2735
$4.38M ﹤0.01%
263,642
+44,707
2736
$4.34M ﹤0.01%
199,136
+65,350
2737
$4.34M ﹤0.01%
1,559,540
+281,380
2738
$4.33M ﹤0.01%
127,547
-64,958
2739
$4.33M ﹤0.01%
180,511
-103,668
2740
$4.33M ﹤0.01%
437,273
-251,320
2741
$4.33M ﹤0.01%
288,706
-68,065
2742
$4.33M ﹤0.01%
310,025
-5,080
2743
$4.32M ﹤0.01%
72,402
+21,164
2744
$4.32M ﹤0.01%
1,679,643
+552,816
2745
$4.31M ﹤0.01%
286,991
-2,583
2746
$4.3M ﹤0.01%
150,070
-8,526
2747
$4.3M ﹤0.01%
258,880
+4,795
2748
$4.3M ﹤0.01%
183,047
-1,875
2749
$4.29M ﹤0.01%
109,054
+12,635
2750
$4.29M ﹤0.01%
455,664
+196,664
108 109
110
111 112