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
3451
$1.94M ﹤0.01%
70,424
+17,121
3452
$1.94M ﹤0.01%
+126,304
3453
$1.93M ﹤0.01%
268,381
+12,713
3454
$1.93M ﹤0.01%
27,859
-84,207
3455
$1.93M ﹤0.01%
74,536
+8,937
3456
$1.92M ﹤0.01%
16,694
+1,792
3457
$1.92M ﹤0.01%
71,976
+12,060
3458
$1.92M ﹤0.01%
+126,065
3459
$1.92M ﹤0.01%
144,356
-68,225
3460
$1.92M ﹤0.01%
106,268
-21,848
3461
$1.91M ﹤0.01%
89,836
+2,143
3462
$1.91M ﹤0.01%
67,001
+2,132
3463
$1.91M ﹤0.01%
183,985
+13,902
3464
$1.91M ﹤0.01%
35,259
-2,717
3465
$1.9M ﹤0.01%
155,749
-666
3466
$1.9M ﹤0.01%
148,368
-11,576
3467
$1.9M ﹤0.01%
83,728
+5,104
3468
$1.9M ﹤0.01%
122,994
+109,196
3469
$1.89M ﹤0.01%
157,920
+35,132
3470
$1.89M ﹤0.01%
76,947
-87,000
3471
$1.89M ﹤0.01%
98,527
+71,501
3472
$1.89M ﹤0.01%
157,192
+65,546
3473
$1.88M ﹤0.01%
54,209
+40,522
3474
$1.88M ﹤0.01%
521,948
+270,095
3475
$1.88M ﹤0.01%
62,713
-19,087
137 138
139
140 141