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
4051
$931K ﹤0.01%
29,801
+7,180
4052
$930K ﹤0.01%
304,143
-139,120
4053
$927K ﹤0.01%
95,133
+52,065
4054
$927K ﹤0.01%
27,440
+5,305
4055
$925K ﹤0.01%
87,746
+87,666
4056
$924K ﹤0.01%
73,978
-26,339
4057
$922K ﹤0.01%
139,201
+13,849
4058
$921K ﹤0.01%
27,922
-195,156
4059
$921K ﹤0.01%
172,090
-3,173
4060
$921K ﹤0.01%
139,646
+23,602
4061
$920K ﹤0.01%
41,576
-108,240
4062
$919K ﹤0.01%
53,140
+5,610
4063
$915K ﹤0.01%
30,972
+12,800
4064
$914K ﹤0.01%
62,740
+2,313
4065
$913K ﹤0.01%
2,963
-1,774
4066
$912K ﹤0.01%
40,958
-33,419
4067
$910K ﹤0.01%
107,783
-4,077
4068
$909K ﹤0.01%
5,671
-305
4069
$905K ﹤0.01%
36,728
-107,832
4070
$904K ﹤0.01%
23,399
-3,441
4071
$904K ﹤0.01%
39,481
-4,957
4072
$903K ﹤0.01%
42,428
+3,449
4073
$902K ﹤0.01%
46,689
-1,051
4074
$901K ﹤0.01%
112,373
-205,514
4075
$901K ﹤0.01%
72,500
-468,261
161 162
163
164 165