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
3476
$1.88M ﹤0.01%
108,595
+32,520
3477
$1.88M ﹤0.01%
18,494
-1,288
3478
$1.87M ﹤0.01%
76,449
+19,825
3479
$1.87M ﹤0.01%
88,783
+12,652
3480
$1.87M ﹤0.01%
105,447
+56,167
3481
$1.87M ﹤0.01%
51,522
+17,961
3482
$1.86M ﹤0.01%
132,153
+20,615
3483
$1.86M ﹤0.01%
75,260
-190,795
3484
$1.86M ﹤0.01%
69,808
-24,023
3485
$1.86M ﹤0.01%
30,743
+12,795
3486
$1.85M ﹤0.01%
41,922
-9,070
3487
$1.85M ﹤0.01%
64,126
-63,283
3488
$1.85M ﹤0.01%
65,887
-204,811
3489
$1.85M ﹤0.01%
109,820
+27,216
3490
$1.84M ﹤0.01%
163,532
-51,228
3491
$1.84M ﹤0.01%
85,133
+1,035
3492
$1.83M ﹤0.01%
126,892
-82,111
3493
$1.83M ﹤0.01%
64,204
-3,907
3494
$1.83M ﹤0.01%
107,025
-8,705
3495
$1.83M ﹤0.01%
91,204
+9,379
3496
$1.82M ﹤0.01%
+122,687
3497
$1.82M ﹤0.01%
73,675
+4,944
3498
$1.82M ﹤0.01%
+71,924
3499
$1.82M ﹤0.01%
29,498
-38,942
3500
$1.82M ﹤0.01%
277,890
-355,422
138 139
140
141 142