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
2401
$6.44M ﹤0.01%
187,139
-52,222
2402
$6.44M ﹤0.01%
488,402
+61,607
2403
$6.43M ﹤0.01%
238,821
-35,917
2404
$6.43M ﹤0.01%
264,429
+104,928
2405
$6.42M ﹤0.01%
251,921
+233,197
2406
$6.42M ﹤0.01%
192,325
-131,368
2407
$6.42M ﹤0.01%
248,953
+27,928
2408
$6.41M ﹤0.01%
205,620
-77,425
2409
$6.4M ﹤0.01%
135,940
-25,965
2410
$6.39M ﹤0.01%
58,006
-72,746
2411
$6.38M ﹤0.01%
225,905
-358,064
2412
$6.38M ﹤0.01%
219,615
+36,438
2413
$6.36M ﹤0.01%
71,874
-36,942
2414
$6.34M ﹤0.01%
114,511
-11,369
2415
$6.32M ﹤0.01%
192,920
+20,666
2416
$6.31M ﹤0.01%
68,150
+21,705
2417
$6.31M ﹤0.01%
657,125
+544,101
2418
$6.31M ﹤0.01%
484,098
+24,644
2419
$6.3M ﹤0.01%
768,337
+140,671
2420
$6.29M ﹤0.01%
245,977
+134,891
2421
$6.29M ﹤0.01%
98,303
+22,657
2422
$6.29M ﹤0.01%
162,447
-98,476
2423
$6.29M ﹤0.01%
213,622
+769
2424
$6.28M ﹤0.01%
99,273
-173
2425
$6.28M ﹤0.01%
67,998
+43,734
95 96
97
98 99