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
4251
$713K ﹤0.01%
34,187
+290
4252
$713K ﹤0.01%
95,556
+14,956
4253
$711K ﹤0.01%
44,283
4254
$711K ﹤0.01%
22,146
-137,967
4255
$709K ﹤0.01%
41,418
+27,533
4256
$709K ﹤0.01%
81,734
-15,024
4257
$709K ﹤0.01%
148,602
-3,054
4258
$708K ﹤0.01%
82,808
-16,476
4259
$708K ﹤0.01%
29,982
-12
4260
$708K ﹤0.01%
13,437
-10,152
4261
$707K ﹤0.01%
114,885
-11,013
4262
$707K ﹤0.01%
86,182
+69,672
4263
$707K ﹤0.01%
64,945
+42,351
4264
$707K ﹤0.01%
140,306
+35,733
4265
$704K ﹤0.01%
44,778
-2,504
4266
$703K ﹤0.01%
30,687
+313
4267
$702K ﹤0.01%
92,327
+46,108
4268
$701K ﹤0.01%
52,599
-9,887
4269
$698K ﹤0.01%
85,189
+2,816
4270
$695K ﹤0.01%
47,810
-7,064
4271
$695K ﹤0.01%
89,724
+19,272
4272
$693K ﹤0.01%
1,873
+795
4273
$693K ﹤0.01%
16,493
-10,990
4274
$693K ﹤0.01%
15,662
-17,976
4275
$691K ﹤0.01%
22,352
-14,026
169 170
171
172 173