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
3176
$2.76M ﹤0.01%
320,212
+306,499
3177
$2.75M ﹤0.01%
20,049
+9,108
3178
$2.75M ﹤0.01%
14,273
-1,163
3179
$2.75M ﹤0.01%
147,210
+73,209
3180
$2.75M ﹤0.01%
162,084
-142,234
3181
$2.75M ﹤0.01%
587,926
+395,730
3182
$2.75M ﹤0.01%
184,483
+9,552
3183
$2.75M ﹤0.01%
153,871
-12,441
3184
$2.75M ﹤0.01%
88,328
+6,154
3185
$2.75M ﹤0.01%
196,645
-21,351
3186
$2.74M ﹤0.01%
82,787
+62,206
3187
$2.74M ﹤0.01%
252,557
+212,653
3188
$2.73M ﹤0.01%
43,725
-54,196
3189
$2.73M ﹤0.01%
85,931
+38,132
3190
$2.73M ﹤0.01%
316,873
+238,322
3191
$2.71M ﹤0.01%
21,957
-2,129
3192
$2.71M ﹤0.01%
131,082
+3,242
3193
$2.71M ﹤0.01%
228,299
+19,543
3194
$2.7M ﹤0.01%
115,932
-14,741
3195
$2.68M ﹤0.01%
331,675
+5,416
3196
$2.67M ﹤0.01%
218,442
+124,056
3197
$2.67M ﹤0.01%
137,012
-58,929
3198
$2.67M ﹤0.01%
354,455
+8,010
3199
$2.67M ﹤0.01%
148,598
-30,599
3200
$2.66M ﹤0.01%
246,240
-184,209
126 127
128
129 130