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
3201
$2.66M ﹤0.01%
224,829
-509,616
3202
$2.65M ﹤0.01%
69,724
+10,150
3203
$2.65M ﹤0.01%
97,641
-13,776
3204
$2.64M ﹤0.01%
77,507
+1,004
3205
$2.64M ﹤0.01%
155,451
-465,750
3206
$2.64M ﹤0.01%
+151,736
3207
$2.64M ﹤0.01%
169,689
+134,324
3208
$2.64M ﹤0.01%
207,710
+134,936
3209
$2.64M ﹤0.01%
91,552
+17,016
3210
$2.63M ﹤0.01%
383,910
-133,248
3211
$2.63M ﹤0.01%
86,670
+2,703
3212
$2.62M ﹤0.01%
152,673
+7,731
3213
$2.62M ﹤0.01%
201,382
-31,648
3214
$2.62M ﹤0.01%
5,248
-4,074
3215
$2.61M ﹤0.01%
380,641
+25,000
3216
$2.61M ﹤0.01%
152,679
-39,057
3217
– –
0
3218
$2.6M ﹤0.01%
106,298
+14,205
3219
$2.6M ﹤0.01%
74,044
+5,037
3220
$2.59M ﹤0.01%
101,083
-537,917
3221
$2.59M ﹤0.01%
412,225
+14,645
3222
$2.59M ﹤0.01%
136,525
+21,712
3223
$2.59M ﹤0.01%
40,884
-15,478
3224
$2.59M ﹤0.01%
113,515
-113,087
3225
$2.58M ﹤0.01%
44,902
+20,810
127 128
129
130 131