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
3351
$2.22M ﹤0.01%
111,406
+24,154
3352
$2.22M ﹤0.01%
443,539
-289,003
3353
$2.22M ﹤0.01%
91,229
+53,229
3354
$2.21M ﹤0.01%
55,813
+943
3355
$2.21M ﹤0.01%
622,848
-1,464,576
3356
$2.21M ﹤0.01%
98,620
-82,852
3357
$2.21M ﹤0.01%
437,324
+286,341
3358
$2.21M ﹤0.01%
121,753
-4,816
3359
$2.21M ﹤0.01%
197,324
+17,895
3360
$2.21M ﹤0.01%
165,406
-185,657
3361
$2.2M ﹤0.01%
89,640
-121,336
3362
$2.2M ﹤0.01%
+91,452
3363
$2.2M ﹤0.01%
106,697
+15,175
3364
$2.19M ﹤0.01%
183,350
+30,996
3365
$2.19M ﹤0.01%
166,951
+98,084
3366
$2.19M ﹤0.01%
89,050
-29,950
3367
$2.18M ﹤0.01%
402,035
+92,283
3368
$2.18M ﹤0.01%
230,889
-24,220
3369
$2.17M ﹤0.01%
44,892
-11,794
3370
$2.17M ﹤0.01%
88,781
-140,585
3371
$2.16M ﹤0.01%
98,698
+19,315
3372
$2.15M ﹤0.01%
40,948
-1,702
3373
$2.15M ﹤0.01%
237,238
-39,348
3374
$2.15M ﹤0.01%
45,518
+28,736
3375
$2.15M ﹤0.01%
41,847
+6,749
133 134
135
136 137