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
2376
$6.63M ﹤0.01%
451,614
+45,968
2377
$6.63M ﹤0.01%
829,610
+98,167
2378
$6.62M ﹤0.01%
279,256
+274,402
2379
$6.6M ﹤0.01%
210,509
+30,592
2380
$6.59M ﹤0.01%
702,611
-126,920
2381
$6.58M ﹤0.01%
605,440
+5,856
2382
$6.56M ﹤0.01%
230,624
+3,988
2383
$6.56M ﹤0.01%
432,264
-60,405
2384
$6.56M ﹤0.01%
229,190
+83,674
2385
$6.55M ﹤0.01%
569,727
+107,186
2386
$6.54M ﹤0.01%
646,571
+56,812
2387
$6.54M ﹤0.01%
352,018
+9,344
2388
$6.54M ﹤0.01%
206,119
+48,937
2389
$6.53M ﹤0.01%
67,167
-13,528
2390
$6.53M ﹤0.01%
118,064
+39,473
2391
$6.52M ﹤0.01%
250,394
+113,071
2392
$6.52M ﹤0.01%
165,018
+49,249
2393
$6.51M ﹤0.01%
131,304
+9,030
2394
$6.51M ﹤0.01%
538,428
-2,175
2395
$6.5M ﹤0.01%
50,298
-3,834
2396
$6.5M ﹤0.01%
487,625
+1,433
2397
$6.49M ﹤0.01%
77,834
-36,337
2398
$6.47M ﹤0.01%
121,814
+52,983
2399
$6.47M ﹤0.01%
56,171
-5,066
2400
$6.46M ﹤0.01%
177,280
-280,660
94 95
96
97 98