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
2951
$3.49M ﹤0.01%
56,566
+26,833
2952
$3.49M ﹤0.01%
56,702
-33,540
2953
$3.48M ﹤0.01%
7,949
+413
2954
$3.48M ﹤0.01%
286,341
-183,070
2955
$3.48M ﹤0.01%
88,112
-1,635
2956
$3.48M ﹤0.01%
297,507
-777,770
2957
$3.48M ﹤0.01%
37,456
+15,740
2958
$3.48M ﹤0.01%
301,279
+146,411
2959
$3.48M ﹤0.01%
121,226
+116,417
2960
$3.48M ﹤0.01%
342,970
+69,008
2961
$3.48M ﹤0.01%
196,670
+91,972
2962
$3.48M ﹤0.01%
81,565
-55,660
2963
$3.47M ﹤0.01%
225,860
+45,333
2964
$3.47M ﹤0.01%
70,792
-13,688
2965
$3.46M ﹤0.01%
232,077
-19,997
2966
$3.46M ﹤0.01%
88,446
+2,050
2967
$3.45M ﹤0.01%
45,631
-2,369
2968
$3.44M ﹤0.01%
261,746
+11,476
2969
$3.44M ﹤0.01%
175,720
+5,101
2970
$3.44M ﹤0.01%
162,339
-14,390
2971
$3.44M ﹤0.01%
359,376
-12,662
2972
$3.42M ﹤0.01%
91,502
-161,668
2973
$3.42M ﹤0.01%
111,626
-4,759
2974
$3.42M ﹤0.01%
260,517
+71,048
2975
$3.41M ﹤0.01%
212,087
+9,789
117 118
119
120 121