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
2351
$6.77M ﹤0.01%
230,365
-13,683
2352
$6.76M ﹤0.01%
273,913
-331,781
2353
$6.76M ﹤0.01%
358,776
-12,749
2354
$6.76M ﹤0.01%
378,777
-87,503
2355
$6.76M ﹤0.01%
130,501
+64,891
2356
$6.74M ﹤0.01%
251,832
+46,954
2357
$6.74M ﹤0.01%
358,762
+72,589
2358
$6.73M ﹤0.01%
776,934
+476,388
2359
$6.73M ﹤0.01%
1,085,002
-1,132
2360
$6.73M ﹤0.01%
151,098
+25,837
2361
$6.72M ﹤0.01%
363,820
+33,223
2362
$6.71M ﹤0.01%
102,404
-84,513
2363
$6.71M ﹤0.01%
570,291
-1,860
2364
$6.71M ﹤0.01%
798,427
+173,256
2365
$6.7M ﹤0.01%
155,335
+1,088
2366
$6.7M ﹤0.01%
154,818
-254,658
2367
$6.7M ﹤0.01%
1,395,029
-681,671
2368
$6.7M ﹤0.01%
174,942
+12,742
2369
$6.68M ﹤0.01%
17,041
-9,485
2370
$6.68M ﹤0.01%
513,908
+15,511
2371
$6.68M ﹤0.01%
203,190
-127,892
2372
$6.66M ﹤0.01%
247,569
-111,033
2373
$6.65M ﹤0.01%
484,647
-27,192
2374
$6.65M ﹤0.01%
7,745,494
+7,721,825
2375
$6.64M ﹤0.01%
70,844
+11,470
93 94
95
96 97