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
3901
$1.12M ﹤0.01%
45,898
+2,203
3902
$1.12M ﹤0.01%
154,560
-174,912
3903
$1.12M ﹤0.01%
26,974
-3,757
3904
$1.11M ﹤0.01%
36,099
+10,168
3905
$1.11M ﹤0.01%
10,600
-21,149
3906
$1.11M ﹤0.01%
71,041
-17,457
3907
$1.11M ﹤0.01%
54,116
+27,300
3908
$1.11M ﹤0.01%
110,782
+3,877
3909
$1.11M ﹤0.01%
+54,068
3910
$1.11M ﹤0.01%
33,894
-14,656
3911
$1.11M ﹤0.01%
39,144
-126,840
3912
$1.11M ﹤0.01%
113,891
+106,615
3913
$1.1M ﹤0.01%
63,278
-24,842
3914
$1.1M ﹤0.01%
74,775
+18,193
3915
$1.1M ﹤0.01%
57,312
+6,194
3916
$1.1M ﹤0.01%
46,427
-699
3917
$1.1M ﹤0.01%
686
+211
3918
$1.1M ﹤0.01%
50,109
+29,788
3919
$1.1M ﹤0.01%
45,664
-2,576
3920
$1.1M ﹤0.01%
87,906
-224,977
3921
$1.09M ﹤0.01%
51,480
-30,852
3922
$1.09M ﹤0.01%
40,486
+33,259
3923
$1.09M ﹤0.01%
101,134
+56,550
3924
$1.09M ﹤0.01%
221,277
+11,125
3925
$1.09M ﹤0.01%
238,917
+67,181
155 156
157
158 159