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
3776
$1.31M ﹤0.01%
22,514
-29,849
3777
$1.3M ﹤0.01%
68,297
+4,875
3778
$1.3M ﹤0.01%
85,063
-180,154
3779
$1.3M ﹤0.01%
82,556
-89,814
3780
$1.3M ﹤0.01%
26,879
-318
3781
$1.3M ﹤0.01%
44,448
+43,070
3782
$1.3M ﹤0.01%
95,166
-5,207
3783
$1.3M ﹤0.01%
28,176
-623,217
3784
$1.29M ﹤0.01%
77,747
-665
3785
$1.29M ﹤0.01%
101,959
-45,892
3786
$1.29M ﹤0.01%
91,664
-25,372
3787
$1.29M ﹤0.01%
57,238
+806
3788
$1.29M ﹤0.01%
67,964
+9,796
3789
$1.29M ﹤0.01%
51,368
+49,018
3790
$1.28M ﹤0.01%
30,048
+40
3791
$1.28M ﹤0.01%
48,675
-4,095
3792
$1.28M ﹤0.01%
26,754
-84,413
3793
$1.28M ﹤0.01%
32,753
-76,386
3794
$1.28M ﹤0.01%
23,162
+13,473
3795
$1.28M ﹤0.01%
53,958
+7,178
3796
$1.27M ﹤0.01%
27,620
-86
3797
$1.27M ﹤0.01%
17,452
-3,441
3798
$1.27M ﹤0.01%
55,648
-16,246
3799
$1.27M ﹤0.01%
194,345
+70,272
3800
$1.27M ﹤0.01%
38,281
+758
150 151
152
153 154