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
3651
$1.52M ﹤0.01%
28,076
-7,935
3652
$1.52M ﹤0.01%
98,687
+5,424
3653
$1.52M ﹤0.01%
84,697
+1,987
3654
$1.52M ﹤0.01%
35,194
+832
3655
$1.52M ﹤0.01%
106,647
-25,017
3656
$1.52M ﹤0.01%
96,499
+21,672
3657
$1.51M ﹤0.01%
85,890
-16,924
3658
$1.51M ﹤0.01%
155,289
+70,653
3659
$1.51M ﹤0.01%
208,466
-154,723
3660
$1.5M ﹤0.01%
63,257
-7,143
3661
$1.5M ﹤0.01%
49,111
-3,273
3662
$1.5M ﹤0.01%
180,973
+7,420
3663
$1.49M ﹤0.01%
+14,287
3664
$1.49M ﹤0.01%
33,563
+16,241
3665
$1.49M ﹤0.01%
104,200
+6,049
3666
$1.48M ﹤0.01%
76,754
-16,991
3667
$1.48M ﹤0.01%
23,859
-5,020
3668
$1.48M ﹤0.01%
11,646
-12,980
3669
$1.48M ﹤0.01%
14,783
-10,763
3670
$1.48M ﹤0.01%
29,954
+10,566
3671
$1.48M ﹤0.01%
42,453
-56,672
3672
$1.47M ﹤0.01%
43,049
+35,775
3673
$1.47M ﹤0.01%
55,497
+20,976
3674
$1.47M ﹤0.01%
110,907
+2,700
3675
$1.46M ﹤0.01%
218,214
+5,554
145 146
147
148 149