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
3576
$1.66M ﹤0.01%
204,975
+43,013
3577
$1.66M ﹤0.01%
58,915
+43,634
3578
$1.66M ﹤0.01%
83,048
-22,693
3579
$1.66M ﹤0.01%
23,004
-12,632
3580
$1.66M ﹤0.01%
19,084
+4,426
3581
$1.65M ﹤0.01%
109,574
+4,667
3582
$1.65M ﹤0.01%
119,954
-155,038
3583
$1.65M ﹤0.01%
108,853
+49,335
3584
$1.65M ﹤0.01%
14,600
-3,837
3585
$1.65M ﹤0.01%
+3,263
3586
$1.64M ﹤0.01%
54,193
-16,791
3587
$1.64M ﹤0.01%
18,919
-1,109
3588
$1.64M ﹤0.01%
23,725
-24,849
3589
$1.64M ﹤0.01%
278,185
-141,950
3590
$1.64M ﹤0.01%
27,040
-19,596
3591
$1.64M ﹤0.01%
23,644
-10,173
3592
$1.63M ﹤0.01%
76,255
+751
3593
$1.63M ﹤0.01%
39,958
+18,922
3594
$1.63M ﹤0.01%
61,168
+9,047
3595
$1.62M ﹤0.01%
67,604
+17,829
3596
$1.62M ﹤0.01%
37,099
-235
3597
$1.62M ﹤0.01%
219,183
-54,367
3598
$1.62M ﹤0.01%
107,385
-66,324
3599
$1.62M ﹤0.01%
30,936
+426
3600
$1.62M ﹤0.01%
278,616
-224,398
142 143
144
145 146