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
3826
$1.23M ﹤0.01%
59,273
+19,404
3827
$1.23M ﹤0.01%
56,353
+6,746
3828
$1.23M ﹤0.01%
234,438
+188,238
3829
$1.23M ﹤0.01%
313,708
+51,838
3830
$1.23M ﹤0.01%
333,680
-2,853
3831
$1.23M ﹤0.01%
120,699
+84,456
3832
$1.23M ﹤0.01%
36,193
+45
3833
$1.22M ﹤0.01%
49,138
-32,158
3834
$1.22M ﹤0.01%
69,995
-56,396
3835
$1.22M ﹤0.01%
89,886
-18,080
3836
$1.22M ﹤0.01%
88,388
+15,323
3837
$1.22M ﹤0.01%
18,039
+5,400
3838
$1.22M ﹤0.01%
139,675
+69,109
3839
$1.22M ﹤0.01%
63,230
-78,620
3840
$1.21M ﹤0.01%
27,978
+555
3841
$1.21M ﹤0.01%
318,631
+104,379
3842
$1.21M ﹤0.01%
65,356
+6,036
3843
$1.21M ﹤0.01%
82,941
+61,566
3844
$1.21M ﹤0.01%
61,066
-5,576
3845
$1.21M ﹤0.01%
48,291
-8,823
3846
$1.21M ﹤0.01%
17,815
-12,009
3847
$1.2M ﹤0.01%
101,440
-18,443
3848
$1.2M ﹤0.01%
68,979
+50,410
3849
$1.2M ﹤0.01%
99,986
+14,013
3850
$1.2M ﹤0.01%
25,194
-1,737
152 153
154
155 156