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
3701
$1.42M ﹤0.01%
93,810
+65,265
3702
$1.42M ﹤0.01%
57,886
+34,526
3703
$1.41M ﹤0.01%
28,607
-22,395
3704
$1.41M ﹤0.01%
55,434
-2,264
3705
$1.41M ﹤0.01%
156,122
-2,900
3706
$1.41M ﹤0.01%
103,010
+41,848
3707
$1.41M ﹤0.01%
152,672
+13,139
3708
$1.4M ﹤0.01%
30,457
+11,279
3709
$1.4M ﹤0.01%
+55,670
3710
$1.4M ﹤0.01%
28,785
+2,199
3711
$1.4M ﹤0.01%
4,054
+919
3712
$1.39M ﹤0.01%
42,714
+5,356
3713
$1.39M ﹤0.01%
55,772
+515
3714
$1.39M ﹤0.01%
100,249
-101,427
3715
$1.39M ﹤0.01%
34,752
+11,039
3716
$1.39M ﹤0.01%
52,757
+14,937
3717
$1.39M ﹤0.01%
41,920
-12,078
3718
$1.39M ﹤0.01%
55,211
-767
3719
$1.39M ﹤0.01%
34,392
+4,441
3720
$1.39M ﹤0.01%
111,295
-7,370
3721
$1.39M ﹤0.01%
19,717
+9,874
3722
$1.38M ﹤0.01%
35,377
-7,531
3723
$1.38M ﹤0.01%
84,591
-6,564
3724
$1.38M ﹤0.01%
50,507
+34,381
3725
$1.38M ﹤0.01%
28,916
-39,475
147 148
149
150 151