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
2926
$3.61M ﹤0.01%
145,888
+102,627
2927
$3.61M ﹤0.01%
157,294
-4,133
2928
$3.61M ﹤0.01%
194,644
-2,992
2929
$3.61M ﹤0.01%
+104,920
2930
$3.6M ﹤0.01%
288,025
+9,340
2931
$3.6M ﹤0.01%
+172,960
2932
$3.6M ﹤0.01%
72,252
+4,926
2933
$3.58M ﹤0.01%
19,150
-2,762
2934
$3.58M ﹤0.01%
1,987,474
-139,882
2935
$3.58M ﹤0.01%
238,452
+24,548
2936
$3.57M ﹤0.01%
72,757
-90,101
2937
$3.57M ﹤0.01%
144,634
-31,062
2938
$3.56M ﹤0.01%
226,634
+190,649
2939
$3.56M ﹤0.01%
235,522
+110,558
2940
$3.56M ﹤0.01%
112,619
-48,730
2941
$3.55M ﹤0.01%
83,404
-5,209
2942
$3.54M ﹤0.01%
350,179
+204,867
2943
$3.54M ﹤0.01%
166,182
-273,039
2944
$3.54M ﹤0.01%
146,070
+709
2945
$3.53M ﹤0.01%
68,781
-1,803
2946
$3.52M ﹤0.01%
227,284
+18,657
2947
$3.52M ﹤0.01%
294,321
-14,793
2948
$3.51M ﹤0.01%
44,838
-18,454
2949
$3.5M ﹤0.01%
158,598
-9,631
2950
$3.5M ﹤0.01%
42,342
-2,870
116 117
118
119 120