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
2801
$4.07M ﹤0.01%
241,561
+118,873
2802
$4.07M ﹤0.01%
198,198
-1,266,915
2803
$4.07M ﹤0.01%
129,048
-231,554
2804
$4.07M ﹤0.01%
180,678
-81,729
2805
$4.06M ﹤0.01%
177,522
+79
2806
$4.06M ﹤0.01%
55,481
+24,020
2807
$4.05M ﹤0.01%
171,136
-171,392
2808
$4.05M ﹤0.01%
192,056
-290,488
2809
$4.05M ﹤0.01%
111,873
+43,343
2810
$4.05M ﹤0.01%
140,386
-5,605
2811
$4.04M ﹤0.01%
70,512
-26,979
2812
$4.04M ﹤0.01%
186,521
+101,631
2813
$4.03M ﹤0.01%
93,836
-52,882
2814
$4.03M ﹤0.01%
300,082
-52,247
2815
$4.03M ﹤0.01%
320,968
+33,882
2816
$4.03M ﹤0.01%
130,855
+6,209
2817
$4.02M ﹤0.01%
97,628
+25,527
2818
$4.02M ﹤0.01%
2,174
+868
2819
$4.01M ﹤0.01%
336,836
+172,981
2820
$4.01M ﹤0.01%
70,530
+19,185
2821
$4.01M ﹤0.01%
202,966
+33,116
2822
$4.01M ﹤0.01%
286,194
+5,284
2823
$4.01M ﹤0.01%
43,612
-61,259
2824
$4.01M ﹤0.01%
69,102
+59,094
2825
$4M ﹤0.01%
279,911
+32,878
111 112
113
114 115