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
3601
$1.61M ﹤0.01%
69,550
+22,717
3602
$1.61M ﹤0.01%
191,648
+3,827
3603
$1.61M ﹤0.01%
32,000
3604
$1.6M ﹤0.01%
28,259
+3,666
3605
$1.6M ﹤0.01%
106,014
+62,824
3606
$1.6M ﹤0.01%
209,381
+68,466
3607
$1.6M ﹤0.01%
47,246
+4,334
3608
$1.6M ﹤0.01%
126,019
-25,361
3609
$1.6M ﹤0.01%
169,742
+84,684
3610
$1.6M ﹤0.01%
74,170
-44,099
3611
$1.6M ﹤0.01%
97,236
+51,072
3612
$1.59M ﹤0.01%
15,424
+5,786
3613
$1.59M ﹤0.01%
+79,319
3614
$1.59M ﹤0.01%
181,051
-11,027
3615
$1.59M ﹤0.01%
10,758
+8,350
3616
$1.58M ﹤0.01%
92,891
+68,270
3617
$1.58M ﹤0.01%
196,520
+107,634
3618
$1.58M ﹤0.01%
104,006
+65,613
3619
$1.58M ﹤0.01%
335,708
-184,024
3620
$1.58M ﹤0.01%
40,779
-43,257
3621
$1.58M ﹤0.01%
110,168
-10,105
3622
$1.57M ﹤0.01%
690,204
+598,841
3623
$1.57M ﹤0.01%
181,278
+9,812
3624
$1.57M ﹤0.01%
241,024
-4,240
3625
$1.57M ﹤0.01%
99,602
+22,389
143 144
145
146 147