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
3501
$1.81M ﹤0.01%
72,039
-61,179
3502
$1.8M ﹤0.01%
383,873
-308,454
3503
$1.8M ﹤0.01%
32,233
-42,629
3504
$1.79M ﹤0.01%
54,945
-31,664
3505
$1.79M ﹤0.01%
116,632
-84,646
3506
$1.79M ﹤0.01%
82,484
-45,819
3507
$1.79M ﹤0.01%
68,705
+58,658
3508
$1.79M ﹤0.01%
65,905
+10,874
3509
$1.79M ﹤0.01%
77,304
+76,754
3510
$1.79M ﹤0.01%
84,170
+4,749
3511
$1.78M ﹤0.01%
32,662
-2,376
3512
$1.78M ﹤0.01%
78,890
-79,033
3513
$1.78M ﹤0.01%
249,660
-70,122
3514
$1.78M ﹤0.01%
50,412
-175,453
3515
$1.78M ﹤0.01%
115,402
-18,080
3516
$1.77M ﹤0.01%
120,203
+106,358
3517
$1.77M ﹤0.01%
169,711
+69,706
3518
$1.77M ﹤0.01%
197,938
-257,450
3519
$1.77M ﹤0.01%
93,811
+90,350
3520
$1.77M ﹤0.01%
46,076
+1,607
3521
$1.76M ﹤0.01%
55,330
+26,982
3522
$1.76M ﹤0.01%
71,290
-17,330
3523
$1.76M ﹤0.01%
124,656
-317,427
3524
$1.76M ﹤0.01%
60,732
+7,120
3525
$1.76M ﹤0.01%
102,590
+68,425
139 140
141
142 143