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
2451
$6.07M ﹤0.01%
88,221
+44,149
2452
$6.06M ﹤0.01%
97,699
+2,386
2453
$6.05M ﹤0.01%
437,086
+48,049
2454
$6.04M ﹤0.01%
95,154
+34,075
2455
$6.04M ﹤0.01%
226,817
+85,945
2456
$6.03M ﹤0.01%
128,221
-234
2457
$6.02M ﹤0.01%
69,729
-129,946
2458
$6.02M ﹤0.01%
339,630
+101,379
2459
$6.02M ﹤0.01%
289,501
+8,003
2460
$6.02M ﹤0.01%
729,079
+631,224
2461
$6M ﹤0.01%
408,788
+46,137
2462
$5.99M ﹤0.01%
1,080,008
+184,966
2463
$5.99M ﹤0.01%
47,441
-66,265
2464
$5.99M ﹤0.01%
169,361
+16,248
2465
$5.98M ﹤0.01%
202,449
+89,169
2466
$5.97M ﹤0.01%
148,090
-734,846
2467
$5.96M ﹤0.01%
124,096
+90,599
2468
$5.96M ﹤0.01%
417,131
-101,905
2469
$5.96M ﹤0.01%
304,161
+92,166
2470
$5.96M ﹤0.01%
61,326
-25,639
2471
$5.96M ﹤0.01%
442,920
-11,905
2472
$5.96M ﹤0.01%
467,886
+4,127
2473
$5.95M ﹤0.01%
107,106
+52,982
2474
$5.91M ﹤0.01%
186,049
-33,138
2475
$5.91M ﹤0.01%
110,376
+54,142
97 98
99
100 101