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
3426
$1.99M ﹤0.01%
196,019
-87,748
3427
$1.99M ﹤0.01%
119,375
+16,503
3428
$1.99M ﹤0.01%
126,644
-95,246
3429
$1.99M ﹤0.01%
209,042
-5,446
3430
$1.99M ﹤0.01%
61,823
+2,034
3431
$1.98M ﹤0.01%
44,154
-37,951
3432
$1.98M ﹤0.01%
29,519
-3,259
3433
$1.98M ﹤0.01%
62,130
-50,226
3434
$1.98M ﹤0.01%
5,354
-457
3435
$1.98M ﹤0.01%
27,914
-42,976
3436
$1.98M ﹤0.01%
+246,962
3437
$1.97M ﹤0.01%
142,920
+5,166
3438
$1.97M ﹤0.01%
141,614
+15,864
3439
$1.97M ﹤0.01%
27,023
-41,064
3440
$1.97M ﹤0.01%
53,714
-33,598
3441
$1.96M ﹤0.01%
106,790
-14,364
3442
$1.96M ﹤0.01%
93,408
+11,305
3443
$1.96M ﹤0.01%
77,123
+73,752
3444
$1.95M ﹤0.01%
68,135
+37,581
3445
$1.95M ﹤0.01%
134,269
+18,985
3446
$1.95M ﹤0.01%
25,681
+2,671
3447
$1.95M ﹤0.01%
31,680
+2,572
3448
$1.95M ﹤0.01%
134,615
+31,012
3449
$1.95M ﹤0.01%
61,965
-42,082
3450
$1.94M ﹤0.01%
91,096
+3,557
136 137
138
139 140