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
3326
$2.28M ﹤0.01%
134,889
-614
3327
$2.27M ﹤0.01%
752
-164
3328
$2.27M ﹤0.01%
84,586
-1,437
3329
$2.26M ﹤0.01%
192,572
+128,900
3330
$2.26M ﹤0.01%
119,064
-44,612
3331
$2.26M ﹤0.01%
46,229
+15,899
3332
$2.26M ﹤0.01%
19,420
+11,098
3333
$2.26M ﹤0.01%
118,208
-26,835
3334
$2.26M ﹤0.01%
396,320
-89,287
3335
$2.26M ﹤0.01%
74,295
-26,403
3336
$2.26M ﹤0.01%
82,806
-6,273
3337
$2.26M ﹤0.01%
43,928
+5,657
3338
$2.26M ﹤0.01%
157,113
+889
3339
$2.25M ﹤0.01%
162,463
+8,579
3340
$2.25M ﹤0.01%
111,529
-245,476
3341
$2.25M ﹤0.01%
49,533
-6,856
3342
$2.25M ﹤0.01%
129,838
+106,243
3343
$2.24M ﹤0.01%
141,805
+37,093
3344
$2.24M ﹤0.01%
24,975
+410
3345
$2.24M ﹤0.01%
32,687
-2
3346
$2.23M ﹤0.01%
104,202
-4,340
3347
$2.23M ﹤0.01%
106,915
-211,552
3348
$2.23M ﹤0.01%
+152,978
3349
$2.23M ﹤0.01%
63,432
+7,982
3350
$2.23M ﹤0.01%
73,778
+19,356
132 133
134
135 136