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
2251
$7.55M ﹤0.01%
385,882
-465,579
2252
$7.55M ﹤0.01%
301,955
+85,418
2253
$7.54M ﹤0.01%
256,952
+115,059
2254
$7.52M ﹤0.01%
318,590
+232,621
2255
$7.51M ﹤0.01%
142,162
+51,934
2256
$7.51M ﹤0.01%
115,846
+13,024
2257
$7.5M ﹤0.01%
224,222
+56,097
2258
$7.5M ﹤0.01%
401,145
+10,016
2259
$7.48M ﹤0.01%
152,858
+14,223
2260
$7.48M ﹤0.01%
708,288
+25,764
2261
$7.47M ﹤0.01%
209,618
+113,193
2262
$7.46M ﹤0.01%
197,358
+106,776
2263
$7.43M ﹤0.01%
99,374
-26,239
2264
$7.41M ﹤0.01%
371,914
+17,901
2265
$7.41M ﹤0.01%
1,359,107
+482,569
2266
$7.4M ﹤0.01%
67,713
+30,379
2267
$7.39M ﹤0.01%
533,501
+78,709
2268
$7.38M ﹤0.01%
142,985
+117,118
2269
$7.38M ﹤0.01%
975,645
+365,844
2270
$7.37M ﹤0.01%
827,466
-6,007
2271
$7.37M ﹤0.01%
376,747
+341,685
2272
– –
0
2273
$7.36M ﹤0.01%
263,389
-301,415
2274
$7.34M ﹤0.01%
487,562
+483,562
2275
$7.34M ﹤0.01%
646,768
-32,595
89 90
91
92 93