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
3726
$1.38M ﹤0.01%
62,503
-11,605
3727
$1.38M ﹤0.01%
50,953
+18,985
3728
$1.37M ﹤0.01%
95,514
-23,070
3729
$1.37M ﹤0.01%
110,071
+72,155
3730
$1.37M ﹤0.01%
26,836
-38,397
3731
$1.37M ﹤0.01%
3
3732
$1.37M ﹤0.01%
67,363
-5,547
3733
$1.37M ﹤0.01%
50,074
-95,149
3734
$1.37M ﹤0.01%
99,737
-11,814
3735
$1.36M ﹤0.01%
146,806
+140,706
3736
$1.36M ﹤0.01%
70,055
+7,480
3737
$1.36M ﹤0.01%
100,972
+31,777
3738
$1.36M ﹤0.01%
298,063
+191,008
3739
$1.36M ﹤0.01%
271,676
+48,497
3740
$1.35M ﹤0.01%
16,921
-30,197
3741
$1.35M ﹤0.01%
90,434
-14,215
3742
$1.35M ﹤0.01%
15,906
+6,546
3743
$1.35M ﹤0.01%
59,853
-148,744
3744
$1.35M ﹤0.01%
26,828
+9,482
3745
$1.35M ﹤0.01%
41,542
+23,168
3746
$1.34M ﹤0.01%
14,739
-8,696
3747
$1.34M ﹤0.01%
+104,619
3748
$1.34M ﹤0.01%
51,323
+11,805
3749
$1.34M ﹤0.01%
9,771
-9,319
3750
$1.34M ﹤0.01%
104,679
-2,570
148 149
150
151 152