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
3051
$3.16M ﹤0.01%
323,375
+40,866
3052
$3.16M ﹤0.01%
17,868
-2,656
3053
$3.15M ﹤0.01%
571,070
-5,002
3054
$3.15M ﹤0.01%
198,669
+72,313
3055
$3.15M ﹤0.01%
124,957
+94,990
3056
$3.15M ﹤0.01%
102,663
+2,593
3057
$3.14M ﹤0.01%
57,508
+1,159
3058
$3.14M ﹤0.01%
30,002
+6,035
3059
$3.13M ﹤0.01%
60,700
-132,259
3060
$3.13M ﹤0.01%
121,710
-73,238
3061
$3.13M ﹤0.01%
252,448
-8,982
3062
$3.12M ﹤0.01%
35,873
+4,234
3063
$3.12M ﹤0.01%
33,419
+5,184
3064
$3.11M ﹤0.01%
91,844
-18,436
3065
$3.11M ﹤0.01%
101,140
+32,583
3066
$3.1M ﹤0.01%
63,105
+29,140
3067
$3.1M ﹤0.01%
202,296
+2,111
3068
$3.09M ﹤0.01%
109,190
-46,013
3069
$3.08M ﹤0.01%
249,724
+236,640
3070
$3.08M ﹤0.01%
50,073
+39,157
3071
$3.08M ﹤0.01%
299,133
+222,927
3072
$3.08M ﹤0.01%
258,288
-149,234
3073
$3.08M ﹤0.01%
345,763
+173,677
3074
$3.08M ﹤0.01%
115,442
-113,009
3075
$3.07M ﹤0.01%
64,187
+2,281
121 122
123
124 125