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
3676
$1.46M ﹤0.01%
64,082
+47,658
3677
$1.46M ﹤0.01%
93,045
+88,530
3678
$1.46M ﹤0.01%
249,378
+127,053
3679
$1.46M ﹤0.01%
50,482
+5,882
3680
$1.46M ﹤0.01%
28,146
-580
3681
$1.46M ﹤0.01%
72,246
-29,886
3682
$1.46M ﹤0.01%
70,950
+33,402
3683
$1.45M ﹤0.01%
163,773
-36,726
3684
$1.45M ﹤0.01%
141,402
-24,498
3685
$1.45M ﹤0.01%
361,468
+192,670
3686
$1.45M ﹤0.01%
10,060
-9,150
3687
$1.45M ﹤0.01%
10,037
+139
3688
$1.45M ﹤0.01%
163,417
+54,315
3689
$1.45M ﹤0.01%
102,578
-1,370
3690
$1.45M ﹤0.01%
131,986
+4,464
3691
$1.44M ﹤0.01%
14,289
+2,915
3692
$1.44M ﹤0.01%
78,302
+30,718
3693
$1.44M ﹤0.01%
161,094
+9,820
3694
$1.44M ﹤0.01%
44,381
+13,020
3695
$1.44M ﹤0.01%
87,122
+25,486
3696
$1.43M ﹤0.01%
34,547
+16,773
3697
$1.43M ﹤0.01%
71,158
+64,329
3698
$1.42M ﹤0.01%
110,724
-47,307
3699
$1.42M ﹤0.01%
124,820
+19,696
3700
$1.42M ﹤0.01%
24,426
+4,314
146 147
148
149 150