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
4026
$954K ﹤0.01%
+132,531
4027
$953K ﹤0.01%
36,720
+35,570
4028
$953K ﹤0.01%
232,464
-259,955
4029
$951K ﹤0.01%
38,359
+2,486
4030
$950K ﹤0.01%
35,094
-2,480
4031
$950K ﹤0.01%
20,642
-19,278
4032
$945K ﹤0.01%
76,239
+41,541
4033
$943K ﹤0.01%
1,707
+1,373
4034
$943K ﹤0.01%
16,184
+1,135
4035
$943K ﹤0.01%
51,209
+23,590
4036
$942K ﹤0.01%
45,206
-3,758
4037
$941K ﹤0.01%
42,058
+35,292
4038
$940K ﹤0.01%
+32,342
4039
$938K ﹤0.01%
190,143
+2,417
4040
$937K ﹤0.01%
30,983
-59,251
4041
$936K ﹤0.01%
24,567
+10,392
4042
$936K ﹤0.01%
98,893
-9,519
4043
$936K ﹤0.01%
67,376
-127,221
4044
$935K ﹤0.01%
80,609
+49,512
4045
$935K ﹤0.01%
40,950
+4,439
4046
$934K ﹤0.01%
57,848
-378
4047
$934K ﹤0.01%
68,498
-10,879
4048
$933K ﹤0.01%
32,488
-10,027
4049
$932K ﹤0.01%
55,195
+19,427
4050
$931K ﹤0.01%
35,648
-12,368
160 161
162
163 164