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
3101
$2.99M ﹤0.01%
221,911
+145,181
3102
$2.98M ﹤0.01%
213,236
+58,382
3103
$2.97M ﹤0.01%
300,646
-56,536
3104
$2.97M ﹤0.01%
326,673
-172,046
3105
$2.97M ﹤0.01%
94,214
-74,960
3106
$2.96M ﹤0.01%
110,162
-629,592
3107
$2.96M ﹤0.01%
221,929
+14,659
3108
$2.96M ﹤0.01%
77,416
+9,386
3109
$2.95M ﹤0.01%
140,697
+26,871
3110
$2.95M ﹤0.01%
66,335
-3,783
3111
$2.95M ﹤0.01%
57,954
-4,947
3112
$2.95M ﹤0.01%
110,965
-5,054
3113
$2.95M ﹤0.01%
88,396
+6,633
3114
$2.95M ﹤0.01%
46,169
-6,652
3115
$2.94M ﹤0.01%
84,962
+32,907
3116
$2.93M ﹤0.01%
68,148
+18,254
3117
$2.93M ﹤0.01%
169,552
+121,767
3118
$2.92M ﹤0.01%
46,864
-7,359
3119
$2.92M ﹤0.01%
114,631
+16,402
3120
$2.92M ﹤0.01%
192,968
-259,339
3121
$2.92M ﹤0.01%
27,864
+16,732
3122
$2.92M ﹤0.01%
124,133
+14,276
3123
$2.92M ﹤0.01%
143,255
-8,264
3124
$2.91M ﹤0.01%
58,510
-152,249
3125
$2.91M ﹤0.01%
98,487
-26,191
123 124
125
126 127