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
4226
$737K ﹤0.01%
27,524
-19,728
4227
$737K ﹤0.01%
43,148
+18,869
4228
$735K ﹤0.01%
25,231
+4,265
4229
$734K ﹤0.01%
1,469
-323
4230
$733K ﹤0.01%
51,833
-26,889
4231
$732K ﹤0.01%
18,044
-127,709
4232
$732K ﹤0.01%
57,000
-6,100
4233
$730K ﹤0.01%
77,109
-4,386
4234
$729K ﹤0.01%
26,301
+3,023
4235
$729K ﹤0.01%
64,289
+58,114
4236
$728K ﹤0.01%
50,399
+8,207
4237
$728K ﹤0.01%
35,190
-27,881
4238
$725K ﹤0.01%
187,312
-36,531
4239
$723K ﹤0.01%
34,150
-1,415
4240
$723K ﹤0.01%
19,854
-17,612
4241
$722K ﹤0.01%
109,604
-2,952
4242
$722K ﹤0.01%
43,314
-117,464
4243
$721K ﹤0.01%
16,156
-18,563
4244
$720K ﹤0.01%
288,160
-198,850
4245
$717K ﹤0.01%
40,413
+3,699
4246
$716K ﹤0.01%
30,119
-14,350
4247
$716K ﹤0.01%
50,632
-8,207
4248
$714K ﹤0.01%
45,600
-108,255
4249
$714K ﹤0.01%
67,532
+2,100
4250
$714K ﹤0.01%
67,138
-87,452
168 169
170
171 172