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
3976
$1.02M ﹤0.01%
91,334
+33,525
3977
$1.02M ﹤0.01%
85,546
-4,470
3978
$1.02M ﹤0.01%
117,007
-9,005
3979
$1.01M ﹤0.01%
33,867
-69,487
3980
$1.01M ﹤0.01%
43,880
+7,364
3981
$1.01M ﹤0.01%
50,599
-1,585
3982
$1.01M ﹤0.01%
30,508
-9,163
3983
$1.01M ﹤0.01%
58,372
+49,348
3984
$1.01M ﹤0.01%
59,562
+28,841
3985
$1.01M ﹤0.01%
239,080
+47,530
3986
$1.01M ﹤0.01%
115,481
+32,207
3987
$1M ﹤0.01%
55,620
-4,839
3988
$1M ﹤0.01%
41,554
+33,019
3989
$999K ﹤0.01%
82,299
-158,188
3990
$999K ﹤0.01%
80,824
-25,515
3991
$999K ﹤0.01%
265,704
+34,961
3992
$998K ﹤0.01%
70,779
-13,359
3993
$995K ﹤0.01%
61,460
+30,194
3994
$994K ﹤0.01%
54,024
+11,273
3995
$993K ﹤0.01%
85,813
+3,512
3996
$991K ﹤0.01%
40,381
+5,364
3997
$989K ﹤0.01%
26,086
+16,815
3998
$989K ﹤0.01%
333,991
+6,339
3999
$986K ﹤0.01%
5,880
+3,047
4000
$986K ﹤0.01%
30,739
+11,261
158 159
160
161 162