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
2151
$8.6M ﹤0.01%
109,436
+4,118
2152
$8.59M ﹤0.01%
177,720
+7,368
2153
$8.58M ﹤0.01%
915,640
+244,507
2154
$8.57M ﹤0.01%
325,052
-52,792
2155
$8.57M ﹤0.01%
19,958
-860
2156
$8.54M ﹤0.01%
228,595
+1,571
2157
$8.53M ﹤0.01%
316,191
-22,168
2158
$8.53M ﹤0.01%
111,889
-60,901
2159
$8.52M ﹤0.01%
360,656
+197,138
2160
$8.52M ﹤0.01%
472,147
+13,312
2161
$8.49M ﹤0.01%
373,788
-31,300
2162
$8.46M ﹤0.01%
257,264
-226,213
2163
$8.46M ﹤0.01%
348,024
-260,066
2164
$8.46M ﹤0.01%
238,315
+141,751
2165
$8.45M ﹤0.01%
395,000
+190,914
2166
$8.42M ﹤0.01%
1,320
+147
2167
$8.41M ﹤0.01%
213,303
-127,995
2168
$8.41M ﹤0.01%
425,879
-589,957
2169
$8.39M ﹤0.01%
167,300
+130,369
2170
$8.39M ﹤0.01%
450,819
+155,535
2171
$8.36M ﹤0.01%
144,623
+27,321
2172
$8.36M ﹤0.01%
3,145
+1,457
2173
$8.34M ﹤0.01%
1,384,473
-19,248
2174
$8.33M ﹤0.01%
327,234
+32,831
2175
$8.33M ﹤0.01%
+77,937
85 86
87
88 89