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
3126
$2.91M ﹤0.01%
137,808
+33,974
3127
$2.91M ﹤0.01%
180,998
+111,434
3128
$2.9M ﹤0.01%
92,874
+53,630
3129
$2.9M ﹤0.01%
254,169
+77,424
3130
$2.9M ﹤0.01%
45,098
-30,037
3131
$2.89M ﹤0.01%
92,363
-146,727
3132
$2.88M ﹤0.01%
116,757
-77,365
3133
$2.88M ﹤0.01%
131,465
-23,726
3134
$2.88M ﹤0.01%
469,440
-1,446,024
3135
$2.88M ﹤0.01%
211,072
+132,462
3136
$2.88M ﹤0.01%
102,001
+6,179
3137
$2.88M ﹤0.01%
62,022
-92,651
3138
$2.87M ﹤0.01%
51,357
-74,179
3139
$2.87M ﹤0.01%
26,035
+1,604
3140
$2.86M ﹤0.01%
67,679
-9,197
3141
$2.86M ﹤0.01%
91,617
+54,654
3142
$2.86M ﹤0.01%
63,998
+37,589
3143
$2.85M ﹤0.01%
177,417
+100,812
3144
$2.85M ﹤0.01%
250,619
+151,039
3145
$2.85M ﹤0.01%
45,065
+6,988
3146
$2.85M ﹤0.01%
60,453
+16,130
3147
$2.84M ﹤0.01%
1,275,541
+1,108,917
3148
$2.84M ﹤0.01%
71,993
-61,363
3149
$2.84M ﹤0.01%
756,679
+221,954
3150
$2.83M ﹤0.01%
969,466
+371,027
124 125
126
127 128