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
3301
$2.36M ﹤0.01%
268,650
-53,500
3302
$2.36M ﹤0.01%
45,302
-63,089
3303
$2.36M ﹤0.01%
55,223
+17,894
3304
$2.36M ﹤0.01%
+70,095
3305
$2.35M ﹤0.01%
6,246
+5,598
3306
$2.35M ﹤0.01%
90,620
+10,667
3307
$2.35M ﹤0.01%
87,790
-23,907
3308
$2.35M ﹤0.01%
28,501
-33,996
3309
$2.35M ﹤0.01%
110,705
+98,351
3310
$2.34M ﹤0.01%
15,684
+1,734
3311
$2.34M ﹤0.01%
312,718
+19,216
3312
$2.34M ﹤0.01%
60,315
+2,319
3313
$2.34M ﹤0.01%
51,588
+1,440
3314
$2.34M ﹤0.01%
61,823
-10,451
3315
$2.33M ﹤0.01%
51,695
-61,274
3316
$2.33M ﹤0.01%
24,802
-6,754
3317
$2.31M ﹤0.01%
322,980
-394,017
3318
$2.31M ﹤0.01%
3,730
+3,626
3319
$2.29M ﹤0.01%
14,067
+7,707
3320
$2.29M ﹤0.01%
352,403
+13,078
3321
$2.29M ﹤0.01%
139,922
-56,767
3322
$2.29M ﹤0.01%
43,837
+6,302
3323
$2.29M ﹤0.01%
110,335
-58,978
3324
$2.29M ﹤0.01%
62,066
-71,417
3325
$2.29M ﹤0.01%
37,269
+1,454
131 132
133
134 135