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
3401
$2.06M ﹤0.01%
38,363
+13,958
3402
$2.06M ﹤0.01%
156,180
-36,274
3403
$2.06M ﹤0.01%
65,956
+4,970
3404
$2.06M ﹤0.01%
55,793
+1,983
3405
$2.06M ﹤0.01%
+31,384
3406
$2.06M ﹤0.01%
77,858
-51,863
3407
$2.05M ﹤0.01%
40,530
-88,927
3408
$2.05M ﹤0.01%
29,743
+2,912
3409
$2.04M ﹤0.01%
83,689
-19,219
3410
$2.04M ﹤0.01%
70,108
-72,852
3411
$2.04M ﹤0.01%
32,237
-60,156
3412
$2.04M ﹤0.01%
74,387
+20,549
3413
$2.03M ﹤0.01%
54,351
+7,076
3414
$2.03M ﹤0.01%
97,716
-23,297
3415
$2.03M ﹤0.01%
164,013
+115,893
3416
$2.03M ﹤0.01%
91,147
+14,766
3417
$2.02M ﹤0.01%
89,150
+8,620
3418
$2.02M ﹤0.01%
110,779
+95,725
3419
$2.02M ﹤0.01%
146,647
+51,396
3420
$2.01M ﹤0.01%
14,203
-1,552
3421
$2.01M ﹤0.01%
19,883
+12,560
3422
$2.01M ﹤0.01%
171,312
+111,327
3423
$2.01M ﹤0.01%
33,942
-34,684
3424
$2M ﹤0.01%
86,046
-50,146
3425
$2M ﹤0.01%
94,169
+93,462
135 136
137
138 139