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
2301
$7.22M ﹤0.01%
66,079
+17,991
2302
$7.21M ﹤0.01%
195,861
+55,519
2303
$7.21M ﹤0.01%
+415,581
2304
$7.2M ﹤0.01%
531,202
+225,398
2305
$7.2M ﹤0.01%
537,929
+131,611
2306
$7.19M ﹤0.01%
454,600
+19,085
2307
$7.16M ﹤0.01%
164,097
+13,288
2308
$7.15M ﹤0.01%
826,711
+236,781
2309
$7.14M ﹤0.01%
151,829
+1,378
2310
$7.13M ﹤0.01%
267,271
+47,500
2311
$7.09M ﹤0.01%
152,008
+20,872
2312
$7.08M ﹤0.01%
120,186
-38,375
2313
$7.07M ﹤0.01%
64,861
+3,916
2314
$7.06M ﹤0.01%
36,890
+14,698
2315
$7.06M ﹤0.01%
538,252
+102,971
2316
$7.06M ﹤0.01%
257,932
+15,328
2317
$7.05M ﹤0.01%
227,444
+4,520
2318
$7.05M ﹤0.01%
836,258
+107,620
2319
$7.04M ﹤0.01%
717,889
+53,643
2320
$7.02M ﹤0.01%
537,987
+51,014
2321
$7.01M ﹤0.01%
87,468
+19,795
2322
$6.98M ﹤0.01%
755,730
-712,549
2323
$6.98M ﹤0.01%
237,739
+61,905
2324
$6.97M ﹤0.01%
843,309
-1,679,533
2325
$6.97M ﹤0.01%
577,133
-579,347
91 92
93
94 95