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
3276
$2.42M ﹤0.01%
91,025
-23,535
3277
$2.41M ﹤0.01%
13,648
-476
3278
$2.41M ﹤0.01%
234,901
-17,197
3279
$2.41M ﹤0.01%
70,188
-2,433
3280
$2.41M ﹤0.01%
53,838
+15,339
3281
$2.4M ﹤0.01%
188,067
-2,319
3282
$2.4M ﹤0.01%
45,558
+1,765
3283
$2.4M ﹤0.01%
329,204
+304,845
3284
$2.4M ﹤0.01%
175,142
-149,839
3285
$2.4M ﹤0.01%
250,356
-209,532
3286
$2.39M ﹤0.01%
83,642
+37,425
3287
$2.39M ﹤0.01%
168,575
+2,952
3288
$2.39M ﹤0.01%
246,750
-148,095
3289
$2.39M ﹤0.01%
205,731
+25,547
3290
$2.38M ﹤0.01%
137,355
+11,228
3291
$2.38M ﹤0.01%
25,005
-13,201
3292
$2.38M ﹤0.01%
52,581
+3,225
3293
$2.38M ﹤0.01%
161,264
-1,556
3294
$2.38M ﹤0.01%
66,901
+13,230
3295
$2.37M ﹤0.01%
91,706
-3,800
3296
$2.37M ﹤0.01%
90,934
+9,156
3297
$2.37M ﹤0.01%
57,150
+26,974
3298
$2.37M ﹤0.01%
96,121
+9,684
3299
$2.37M ﹤0.01%
256,492
+196,068
3300
$2.37M ﹤0.01%
164,808
-39,349
130 131
132
133 134