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
3001
$3.33M ﹤0.01%
69,901
+2,690
3002
$3.32M ﹤0.01%
115,391
+96,008
3003
$3.32M ﹤0.01%
26,507
+15,136
3004
$3.31M ﹤0.01%
1,483
+509
3005
$3.31M ﹤0.01%
90,884
+22,447
3006
$3.3M ﹤0.01%
80,231
-12,800
3007
$3.3M ﹤0.01%
+152,547
3008
$3.29M ﹤0.01%
280,349
+12,012
3009
$3.28M ﹤0.01%
137,941
-1,770
3010
$3.28M ﹤0.01%
+149,525
3011
$3.28M ﹤0.01%
140,660
+7,553
3012
$3.28M ﹤0.01%
220,882
+209,204
3013
$3.27M ﹤0.01%
108,044
-37,666
3014
$3.27M ﹤0.01%
109,776
+22,930
3015
$3.27M ﹤0.01%
160,642
+158,779
3016
$3.27M ﹤0.01%
238,283
-10,081
3017
$3.27M ﹤0.01%
146,034
+22,956
3018
$3.26M ﹤0.01%
136,813
-11,300
3019
$3.25M ﹤0.01%
71,362
-18,288
3020
$3.25M ﹤0.01%
68,918
-44,429
3021
$3.24M ﹤0.01%
14,421
-2,481
3022
$3.24M ﹤0.01%
172,015
+26,973
3023
$3.24M ﹤0.01%
234,267
+98,674
3024
$3.24M ﹤0.01%
109,320
+16,634
3025
$3.23M ﹤0.01%
220,660
+65,042
119 120
121
122 123