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
3851
$1.2M ﹤0.01%
136,372
+134,542
3852
$1.2M ﹤0.01%
40,490
+8,747
3853
– –
0
3854
$1.2M ﹤0.01%
3,669
+1,028
3855
$1.2M ﹤0.01%
59,420
+48,845
3856
$1.19M ﹤0.01%
72,252
-187,436
3857
$1.19M ﹤0.01%
326,433
-441
3858
$1.19M ﹤0.01%
19,884
+370
3859
$1.19M ﹤0.01%
29,167
-3,355
3860
$1.19M ﹤0.01%
40,938
-17,841
3861
$1.19M ﹤0.01%
261,968
+220,763
3862
$1.19M ﹤0.01%
46,767
+26,838
3863
$1.19M ﹤0.01%
51,406
-42,228
3864
$1.19M ﹤0.01%
1,631
+953
3865
$1.19M ﹤0.01%
38,150
-30,185
3866
$1.19M ﹤0.01%
158,658
+41,168
3867
$1.19M ﹤0.01%
27,493
-37,289
3868
$1.19M ﹤0.01%
74,865
+9,888
3869
$1.18M ﹤0.01%
84,671
-28,682
3870
$1.18M ﹤0.01%
90,344
-23,962
3871
$1.18M ﹤0.01%
35,208
-2,396
3872
$1.18M ﹤0.01%
44,716
+20,112
3873
$1.18M ﹤0.01%
7,702
+2,529
3874
$1.17M ﹤0.01%
82,828
+11,530
3875
$1.17M ﹤0.01%
84,939
-7,007
153 154
155
156 157