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
4001
$985K ﹤0.01%
290,712
-20,477
4002
$984K ﹤0.01%
38,050
+1,130
4003
$983K ﹤0.01%
71,560
+8,113
4004
$983K ﹤0.01%
69,818
-74,077
4005
$982K ﹤0.01%
19,030
+5,641
4006
$981K ﹤0.01%
54,949
+4,060
4007
$980K ﹤0.01%
47,586
-162,436
4008
$977K ﹤0.01%
56,630
+7,211
4009
$975K ﹤0.01%
58,205
-43,708
4010
$974K ﹤0.01%
49,783
+13,438
4011
$973K ﹤0.01%
29,970
-179,387
4012
$972K ﹤0.01%
66,161
-38,618
4013
$972K ﹤0.01%
188,797
-49,675
4014
$971K ﹤0.01%
30,310
+1,326
4015
$969K ﹤0.01%
27,467
-112,078
4016
$968K ﹤0.01%
24,466
+785
4017
$965K ﹤0.01%
14,751
-7,977
4018
$964K ﹤0.01%
55,251
+12,215
4019
$964K ﹤0.01%
32,328
-95,662
4020
$961K ﹤0.01%
26,680
-22,764
4021
$961K ﹤0.01%
66,060
+5,215
4022
$959K ﹤0.01%
67,790
+1,394
4023
$957K ﹤0.01%
52,154
+12,492
4024
$955K ﹤0.01%
36,961
+1,618
4025
$955K ﹤0.01%
35,669
+14,303
159 160
161
162 163