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
2201
$8.01M ﹤0.01%
552,855
+64,383
2202
$8.01M ﹤0.01%
213,074
+12,124
2203
$8M ﹤0.01%
537,217
+84,987
2204
$8M ﹤0.01%
1,374,416
+250,188
2205
$7.99M ﹤0.01%
380,088
+56,836
2206
$7.98M ﹤0.01%
275,851
-1,026
2207
$7.97M ﹤0.01%
208,469
+156
2208
$7.97M ﹤0.01%
440,836
-40,532
2209
$7.97M ﹤0.01%
135,823
-31,674
2210
$7.96M ﹤0.01%
318,634
-38,364
2211
$7.95M ﹤0.01%
71,673
-5,723
2212
$7.92M ﹤0.01%
146,420
-54,382
2213
$7.9M ﹤0.01%
+830,129
2214
$7.89M ﹤0.01%
190,397
+31,693
2215
$7.88M ﹤0.01%
76,867
+2,011
2216
$7.88M ﹤0.01%
339,936
+198,054
2217
$7.87M ﹤0.01%
183,535
-47,185
2218
$7.87M ﹤0.01%
167,017
+127,869
2219
$7.86M ﹤0.01%
507,130
+205,206
2220
$7.85M ﹤0.01%
389,285
+728
2221
$7.84M ﹤0.01%
274,348
-758,055
2222
$7.84M ﹤0.01%
756
-46
2223
$7.82M ﹤0.01%
306,882
+13,363
2224
$7.8M ﹤0.01%
142,605
-94,667
2225
$7.8M ﹤0.01%
247,781
+50,667
87 88
89
90 91