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
3226
$2.58M ﹤0.01%
62,551
+13,118
3227
$2.57M ﹤0.01%
101,904
+10,527
3228
$2.56M ﹤0.01%
127,499
+57,420
3229
$2.56M ﹤0.01%
121,747
-4,909
3230
$2.55M ﹤0.01%
279,159
+213,667
3231
$2.55M ﹤0.01%
143,486
+34,654
3232
$2.54M ﹤0.01%
52,030
+9,576
3233
$2.54M ﹤0.01%
108,563
+76,004
3234
$2.54M ﹤0.01%
58,035
-90,479
3235
$2.54M ﹤0.01%
81,708
-38,030
3236
$2.53M ﹤0.01%
81,119
-69,335
3237
$2.53M ﹤0.01%
126,294
+63,010
3238
$2.53M ﹤0.01%
148,233
+5,660
3239
$2.53M ﹤0.01%
164,582
-21,534
3240
$2.52M ﹤0.01%
121,896
-6,263
3241
$2.52M ﹤0.01%
79,564
-79,183
3242
$2.52M ﹤0.01%
19,080
+9,210
3243
$2.51M ﹤0.01%
97,917
+78,330
3244
$2.51M ﹤0.01%
44,186
+3,066
3245
$2.51M ﹤0.01%
90,846
+16,505
3246
$2.5M ﹤0.01%
113,113
-3,648
3247
$2.5M ﹤0.01%
91,290
+6,186
3248
$2.49M ﹤0.01%
157,374
-10,110
3249
$2.49M ﹤0.01%
133,623
+45,504
3250
$2.49M ﹤0.01%
109,241
+18,666
128 129
130
131 132