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
2226
$7.8M ﹤0.01%
163,317
-27,621
2227
$7.79M ﹤0.01%
220,966
+1,054
2228
$7.79M ﹤0.01%
390,984
-88,713
2229
$7.79M ﹤0.01%
220,550
-1,007,888
2230
$7.79M ﹤0.01%
237,057
-278,836
2231
$7.79M ﹤0.01%
159,758
+24,005
2232
$7.78M ﹤0.01%
211,784
-108,198
2233
$7.78M ﹤0.01%
364,490
-95,930
2234
$7.76M ﹤0.01%
194,010
+10,768
2235
$7.75M ﹤0.01%
565,712
+312,953
2236
$7.75M ﹤0.01%
287,201
+164,278
2237
$7.74M ﹤0.01%
593,240
-17,430
2238
$7.74M ﹤0.01%
551,582
+81,776
2239
$7.73M ﹤0.01%
90,295
+18,388
2240
$7.71M ﹤0.01%
160,384
+23,072
2241
$7.71M ﹤0.01%
572,000
-146,459
2242
$7.69M ﹤0.01%
281,801
+28,232
2243
$7.69M ﹤0.01%
342,884
+32,756
2244
$7.68M ﹤0.01%
578,087
-18,280
2245
$7.68M ﹤0.01%
262,132
+85,388
2246
$7.61M ﹤0.01%
316,298
+69,675
2247
$7.59M ﹤0.01%
168,934
+6,302
2248
$7.58M ﹤0.01%
509,452
-42,064
2249
$7.57M ﹤0.01%
526,156
+19,165
2250
$7.55M ﹤0.01%
399,799
-425,474
88 89
90
91 92