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
3376
$2.14M ﹤0.01%
74,908
-25,512
3377
$2.14M ﹤0.01%
285,144
-12,687
3378
$2.14M ﹤0.01%
83,976
+77,223
3379
$2.14M ﹤0.01%
226,601
-45,403
3380
$2.13M ﹤0.01%
311,209
+149,590
3381
$2.13M ﹤0.01%
100,974
-171,304
3382
$2.12M ﹤0.01%
158,835
+70,626
3383
$2.12M ﹤0.01%
172,144
-5,800
3384
$2.12M ﹤0.01%
132,787
+18,412
3385
$2.11M ﹤0.01%
66,848
+7,326
3386
$2.11M ﹤0.01%
64,871
-627
3387
$2.11M ﹤0.01%
3,015
+2,003
3388
$2.1M ﹤0.01%
158,049
-8,974
3389
$2.1M ﹤0.01%
253,556
-17,941
3390
$2.1M ﹤0.01%
438,779
+202,204
3391
$2.1M ﹤0.01%
336,410
+247,932
3392
$2.1M ﹤0.01%
77,090
-127,913
3393
$2.09M ﹤0.01%
181,834
-5,635
3394
$2.09M ﹤0.01%
18,370
+1,373
3395
$2.08M ﹤0.01%
118,661
+56,181
3396
$2.08M ﹤0.01%
52,378
+4,114
3397
$2.08M ﹤0.01%
44,261
-2,494
3398
$2.07M ﹤0.01%
31,527
+1,616
3399
$2.07M ﹤0.01%
151,329
+88,430
3400
$2.07M ﹤0.01%
77,795
-452,376
134 135
136
137 138