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
2876
$3.81M ﹤0.01%
229,058
+2,680
2877
$3.81M ﹤0.01%
163,687
-22,655
2878
$3.79M ﹤0.01%
308,114
+135,117
2879
$3.79M ﹤0.01%
205,190
+26,366
2880
$3.78M ﹤0.01%
294,418
-13,105
2881
$3.76M ﹤0.01%
181,503
+179,794
2882
$3.75M ﹤0.01%
74,006
-63,082
2883
$3.75M ﹤0.01%
102,146
+11,970
2884
$3.75M ﹤0.01%
157,653
+120,976
2885
$3.74M ﹤0.01%
77,706
+25,352
2886
$3.74M ﹤0.01%
311,292
+54,877
2887
$3.74M ﹤0.01%
166,798
+93,622
2888
$3.73M ﹤0.01%
131,361
-149,479
2889
$3.72M ﹤0.01%
206,373
+45,503
2890
$3.71M ﹤0.01%
249,503
-26,419
2891
$3.71M ﹤0.01%
369,245
+31,803
2892
$3.71M ﹤0.01%
28,770
-451
2893
$3.71M ﹤0.01%
199,850
+175,578
2894
$3.7M ﹤0.01%
341,960
+275,612
2895
$3.7M ﹤0.01%
187,342
-486,505
2896
$3.7M ﹤0.01%
220,390
+36,680
2897
$3.69M ﹤0.01%
51,462
-4,066
2898
$3.69M ﹤0.01%
221,185
2899
$3.69M ﹤0.01%
276,136
+6,709
2900
$3.68M ﹤0.01%
864,447
-1,840,018
114 115
116
117 118