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
3951
$1.06M ﹤0.01%
37,580
+6,417
3952
$1.06M ﹤0.01%
116,142
+39,730
3953
$1.05M ﹤0.01%
54,723
-10,101
3954
$1.05M ﹤0.01%
164,202
-12,064
3955
$1.05M ﹤0.01%
23,620
+3,357
3956
$1.05M ﹤0.01%
69,247
+10,054
3957
$1.04M ﹤0.01%
40,353
+1,473
3958
$1.04M ﹤0.01%
351,138
-181,934
3959
$1.04M ﹤0.01%
35,750
+4,409
3960
$1.04M ﹤0.01%
7,024
-41
3961
$1.04M ﹤0.01%
21,309
-33,373
3962
$1.04M ﹤0.01%
79,556
-1,081
3963
$1.04M ﹤0.01%
71,962
+6,584
3964
$1.03M ﹤0.01%
104,434
+80,117
3965
$1.03M ﹤0.01%
74,498
-688
3966
$1.03M ﹤0.01%
85,841
+1,009
3967
$1.03M ﹤0.01%
58,323
+58,061
3968
$1.03M ﹤0.01%
60,736
-46,667
3969
$1.03M ﹤0.01%
1,123,027
+584,727
3970
$1.03M ﹤0.01%
53,041
+44,937
3971
$1.03M ﹤0.01%
58,936
+24,690
3972
$1.02M ﹤0.01%
75,652
-500
3973
$1.02M ﹤0.01%
59,808
-48,239
3974
$1.02M ﹤0.01%
32,125
+5,002
3975
$1.02M ﹤0.01%
26,457
+3,851
157 158
159
160 161