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
2426
$6.28M ﹤0.01%
144,274
+6,505
2427
$6.27M ﹤0.01%
76,315
+23,373
2428
$6.26M ﹤0.01%
491,034
-34,272
2429
$6.25M ﹤0.01%
559,043
+77,648
2430
$6.24M ﹤0.01%
235,839
+81,698
2431
$6.24M ﹤0.01%
522,923
+234,187
2432
$6.23M ﹤0.01%
76,088
+37,650
2433
$6.23M ﹤0.01%
225,462
+25,090
2434
$6.22M ﹤0.01%
291,725
+22,171
2435
$6.22M ﹤0.01%
475,998
+52,965
2436
$6.2M ﹤0.01%
128,295
+7,661
2437
$6.19M ﹤0.01%
863,818
+117,352
2438
$6.19M ﹤0.01%
95,133
-3,413
2439
$6.19M ﹤0.01%
188,020
+19,086
2440
$6.19M ﹤0.01%
176,341
-3,908
2441
$6.18M ﹤0.01%
655,659
-25,399
2442
$6.18M ﹤0.01%
125,445
-68,274
2443
$6.16M ﹤0.01%
469,084
+137,613
2444
$6.14M ﹤0.01%
255,863
+6,104
2445
$6.14M ﹤0.01%
84,226
-1,077
2446
$6.13M ﹤0.01%
269,971
+40,294
2447
$6.1M ﹤0.01%
547,432
+266,859
2448
$6.08M ﹤0.01%
486,053
-17,031
2449
$6.08M ﹤0.01%
310,663
-90,290
2450
$6.07M ﹤0.01%
155,352
-80,882
96 97
98
99 100