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
4076
$900K ﹤0.01%
25,292
-8,685
4077
$899K ﹤0.01%
79,630
+55,938
4078
$899K ﹤0.01%
49,237
-37,756
4079
$899K ﹤0.01%
88,045
+81,908
4080
$898K ﹤0.01%
13,357
-615
4081
$898K ﹤0.01%
63,551
-124,012
4082
$897K ﹤0.01%
34,497
-636
4083
$895K ﹤0.01%
47,750
-41,705
4084
$894K ﹤0.01%
26,510
+7,187
4085
$893K ﹤0.01%
47,472
+29,214
4086
$892K ﹤0.01%
12,333
-18,607
4087
$888K ﹤0.01%
34,744
+1,784
4088
$888K ﹤0.01%
89,927
+2,136
4089
$887K ﹤0.01%
60,217
-3,171
4090
$886K ﹤0.01%
68,322
-7,509
4091
$885K ﹤0.01%
33,629
-55,821
4092
$884K ﹤0.01%
29,848
-42,826
4093
$883K ﹤0.01%
74,203
+1,061
4094
$882K ﹤0.01%
72,892
-15,119
4095
$881K ﹤0.01%
60,170
-14,128
4096
$879K ﹤0.01%
62,034
-8,702
4097
$879K ﹤0.01%
382,288
-68,633
4098
$878K ﹤0.01%
69,439
+2,111
4099
$876K ﹤0.01%
74,293
-11,040
4100
$875K ﹤0.01%
28,312
-3,760
162 163
164
165 166