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
2276
$7.34M ﹤0.01%
126,558
+13,534
2277
$7.33M ﹤0.01%
159,213
+50,494
2278
$7.32M ﹤0.01%
437,755
-338,001
2279
$7.32M ﹤0.01%
70,370
+9,547
2280
$7.32M ﹤0.01%
118,299
+71,971
2281
$7.31M ﹤0.01%
159,087
+26,241
2282
$7.31M ﹤0.01%
272,096
-97,170
2283
$7.31M ﹤0.01%
100,855
-40,534
2284
$7.3M ﹤0.01%
196,406
-33,803
2285
$7.3M ﹤0.01%
145,970
+1,596
2286
$7.3M ﹤0.01%
154,439
+7,577
2287
$7.3M ﹤0.01%
+414,103
2288
$7.29M ﹤0.01%
82,076
+3,173
2289
$7.28M ﹤0.01%
112,894
+4,364
2290
$7.27M ﹤0.01%
730,982
+505,414
2291
$7.25M ﹤0.01%
294,036
+25,617
2292
$7.25M ﹤0.01%
513,832
+30,646
2293
$7.25M ﹤0.01%
150,673
-271,634
2294
$7.24M ﹤0.01%
611,083
-1,322,730
2295
$7.24M ﹤0.01%
41,790
-21,835
2296
$7.23M ﹤0.01%
123,469
-17,980
2297
$7.23M ﹤0.01%
545,765
+21,920
2298
$7.23M ﹤0.01%
694,986
+265,590
2299
$7.22M ﹤0.01%
255,466
+42,681
2300
$7.22M ﹤0.01%
850,163
+44,511
90 91
92
93 94