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
2976
$3.41M ﹤0.01%
36,523
-15,195
2977
$3.41M ﹤0.01%
270,800
-85,956
2978
$3.4M ﹤0.01%
241,838
-636
2979
$3.4M ﹤0.01%
162,600
-8,709
2980
$3.4M ﹤0.01%
138,324
+2,061
2981
$3.4M ﹤0.01%
54,648
+31,192
2982
$3.4M ﹤0.01%
101,654
+50,124
2983
$3.4M ﹤0.01%
57,027
-2,055
2984
$3.39M ﹤0.01%
312,849
+72,958
2985
$3.39M ﹤0.01%
95,778
+17,978
2986
$3.39M ﹤0.01%
27,513
-15,371
2987
$3.38M ﹤0.01%
60,771
+25,919
2988
$3.38M ﹤0.01%
192,686
-235,953
2989
$3.38M ﹤0.01%
342,206
+13,476
2990
$3.38M ﹤0.01%
136,875
-25,568
2991
$3.38M ﹤0.01%
85,287
+14,656
2992
$3.38M ﹤0.01%
162,006
-46,204
2993
$3.37M ﹤0.01%
75,583
+11,061
2994
$3.37M ﹤0.01%
97,490
-5,342
2995
$3.37M ﹤0.01%
238,120
+4,224
2996
$3.36M ﹤0.01%
95,688
-44,976
2997
$3.35M ﹤0.01%
71,480
+49,819
2998
$3.35M ﹤0.01%
113,417
+23,008
2999
$3.35M ﹤0.01%
61,005
+11,529
3000
$3.34M ﹤0.01%
67,607
-2,508
118 119
120
121 122