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
3151
$2.83M ﹤0.01%
91,909
+879
3152
$2.83M ﹤0.01%
113,156
-408,504
3153
$2.83M ﹤0.01%
24,233
-19,737
3154
$2.82M ﹤0.01%
132,890
-75,547
3155
$2.81M ﹤0.01%
140,651
+115,305
3156
$2.81M ﹤0.01%
184,911
-25,928
3157
$2.81M ﹤0.01%
92,930
-4,965
3158
$2.81M ﹤0.01%
206,802
-57,301
3159
$2.81M ﹤0.01%
66,376
+26,643
3160
$2.81M ﹤0.01%
80,946
+76,650
3161
$2.8M ﹤0.01%
69,280
-74,205
3162
$2.79M ﹤0.01%
122,854
-22,312
3163
$2.79M ﹤0.01%
111,061
-45,852
3164
$2.79M ﹤0.01%
169,106
+92,235
3165
$2.79M ﹤0.01%
26,608
-3,360
3166
$2.79M ﹤0.01%
101,692
+27,658
3167
$2.78M ﹤0.01%
151,280
-128,916
3168
$2.78M ﹤0.01%
101,993
+6,044
3169
$2.77M ﹤0.01%
137,465
-1,153
3170
$2.77M ﹤0.01%
63,137
-19,339
3171
$2.77M ﹤0.01%
8,945
-3,169
3172
$2.77M ﹤0.01%
154,632
-73,793
3173
$2.77M ﹤0.01%
89,482
-306,763
3174
$2.76M ﹤0.01%
+16,423
3175
$2.76M ﹤0.01%
119,572
+44,062
125 126
127
128 129