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
2751
$4.29M ﹤0.01%
54,963
+37,070
2752
$4.28M ﹤0.01%
79,767
-1,476
2753
$4.28M ﹤0.01%
778,415
-219,080
2754
$4.28M ﹤0.01%
140,903
-252,026
2755
$4.27M ﹤0.01%
344,115
+66,471
2756
$4.27M ﹤0.01%
119,453
+12,273
2757
$4.27M ﹤0.01%
72,191
-87,863
2758
$4.27M ﹤0.01%
342,180
+122,579
2759
$4.26M ﹤0.01%
86,095
-13,325
2760
$4.26M ﹤0.01%
15,624
+5,627
2761
$4.25M ﹤0.01%
115,020
+78,290
2762
$4.24M ﹤0.01%
163,089
+37,840
2763
$4.24M ﹤0.01%
63,258
-10,272
2764
$4.24M ﹤0.01%
162,920
+128,129
2765
$4.22M ﹤0.01%
+39,787
2766
$4.22M ﹤0.01%
302,716
+17,315
2767
$4.22M ﹤0.01%
425,917
-87,773
2768
$4.21M ﹤0.01%
130,336
+9,346
2769
$4.21M ﹤0.01%
144,008
+888
2770
$4.21M ﹤0.01%
24
+11
2771
$4.21M ﹤0.01%
168,492
+15,774
2772
$4.21M ﹤0.01%
268,175
+221,695
2773
$4.2M ﹤0.01%
21,150
-73,478
2774
$4.2M ﹤0.01%
51,953
-203,357
2775
$4.19M ﹤0.01%
1,497,177
+11,963
109 110
111
112 113