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
3801
$1.26M ﹤0.01%
169,585
-73,238
3802
$1.26M ﹤0.01%
30,268
-145
3803
$1.26M ﹤0.01%
161,855
+16,365
3804
$1.26M ﹤0.01%
50,300
+6,384
3805
$1.26M ﹤0.01%
86,548
+20,102
3806
$1.26M ﹤0.01%
24,064
+21,914
3807
$1.26M ﹤0.01%
42,560
-8,055
3808
$1.26M ﹤0.01%
91,720
+9,172
3809
$1.26M ﹤0.01%
49,757
+19,335
3810
$1.26M ﹤0.01%
128,917
-8,225
3811
$1.25M ﹤0.01%
46,717
-39,912
3812
$1.25M ﹤0.01%
52,161
+13,987
3813
$1.25M ﹤0.01%
80,270
+13,526
3814
$1.25M ﹤0.01%
18,998
-151,821
3815
$1.25M ﹤0.01%
28,693
-5,840
3816
$1.25M ﹤0.01%
58,351
-44,324
3817
$1.24M ﹤0.01%
175,998
-87,690
3818
$1.24M ﹤0.01%
108,384
+85,305
3819
$1.24M ﹤0.01%
60,319
-52,229
3820
$1.24M ﹤0.01%
14,775
+13,040
3821
$1.24M ﹤0.01%
43,612
+852
3822
$1.24M ﹤0.01%
52,339
+22,487
3823
$1.24M ﹤0.01%
18,541
+516
3824
$1.23M ﹤0.01%
4,893
+1,201
3825
$1.23M ﹤0.01%
85,304
+23,620
151 152
153
154 155